[Evergreen-reports] Report for Money Owed

[Jessica Venturo]

Hi Katie,

I'm not sure what source you're using or what columns you currently have in
the report, but perhaps adding check in date would help?  If a date appeared
in that column, you would know that the item was returned, and if it was
blank you would know that it was not returned.  We don't use a report quite
like the one you described here, but I added this column to our "Lost and
Paid" report, and it seemed to do the trick.  Copy status might be useful
column too, if you're not already using it.

Hope this helps!

Jessica

---

Jessica Venturo

Applications Support Specialist

Bibliomation, Inc.

32 Crest Rd.

Middlebury, CT

203-577-4070 ext. 105

 

From: evergreen-reports-bounces at list.evergreen-ils.org
[mailto:evergreen-reports-bounces at list.evergreen-ils.org] On Behalf Of Katie
Wallis
Sent: Friday, July 20, 2012 12:27 PM
To: evergreen-reports at list.evergreen-ils.org
Subject: [Evergreen-reports] Report for Money Owed

 

Hi,

I'm having problems with Money Owed reports.  Specifically, to get a report
to tell me when a patron's balance owed has decreased by returning a lost
and billed book.  

 

I have to reconcile our system with the student services system, so I create
a report.  I noticed that the report I initially used was only showing fines
added, not any payments.  So I created a report to show when payments were
made (i.e. balance decreased), but I found it didn't show when lost and
billed book is returned- apparently because no money was actually handed
over.  When someone is charged for a book but then they return it, we no
longer charge them to replace the book (we do however keep the $5 lost &
billed fee that was also charged to them).  

 

Any suggestions?  Is it possible?

 

Thanks,

Katie

 

 

Katie Wallis

Columbia Gorge Community College Library

400 East Scenic Drive, The Dalles, OR 97058

kwallis at cgcc.cc.or.us | 541-506-6087

 

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