[Evergreen-reports] Report to List Payments By Billing Type

[Donna Rowland]

Good morning John,
The report we have running for our libraries will list the last billing
type but it shows up in the display and not the base filters.

Try adding this to your display:

Payments:Desk-Billable Transaction:Payment Summary:Last Billing Type.

Good luck!

Donna



On Thu, Mar 2, 2017 at 8:36 AM, John Rucker <
ruckerj at branchdistrictlibrary.org> wrote:

> Hi all,
>
> I am trying to get what I assumed would be a very simple report working in
> the reporter on Evergreen 2.10.
>
> My parameters are (and screenshot attached):
>
> Data Source:
> Payments: Desk
>
> Base Filters:
> Payments: Desk - Payment Date/Time (date) (Between)
> Payments: Desk -> Workstation :: Owning Library - Organization Unit ID
> (raw) (In list)
>
>
> On the displayed fields, just to keep this example simple, I have only one
> Displayed field: Payments: Desk - Payment Amount (money) (sum).
>
> That report as written produces the exact amount for a given date as
> generated by the staff client built-in cash report, perfect!
>
> But… I need to see a breakdown of what billing types are being paid.
> Adding the following single additional display field makes the report go
> nuts: Payments: Desk -> Billable Transaction -> Billing Line Item :: Type -
> Name (text) (raw data).
>
> The resulting report for the same time period does show payments under a
> variety of billing types, but the final total is more than 10x what the
> original report, or built-in cash report, say.
>
> Clearly, I’m doing something wrong here. I’ve tried other fields for the
> billing type, I’ve added dates  to the report to make sure I’m not getting
> more results than I’m asking for, I’ve added more display fields for more
> details, but every permutation that involves the billing type is returning
> much higher totals than expected.
>
> Would anyone in the community either have a similar report to see payments
> by billing types for a date range that they could share, or provide any
> insights as to where I have gone wrong?
>
> Many thanks!
>
> John
>
> John Rucker
> Asst. Director
> Branch District Library
> 10 E. Chicago St.
> Coldwater MI 49036
>
> RuckerJ at BranchDistrictLibrary.org
> http://www.BranchDistrictLibrary.org
> 517-278-2341 ext. 15
> FAX 517-279-7134
>
>
> _______________________________________________
> Evergreen-reports mailing list
> Evergreen-reports at list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-reports
>
>


-- 
___________________________________________________________________
"The ability to speak does not make you intelligent." Qui-Gon Jinn


Donna Rowland (drowland at fontanalib.org)

Financial Services Assistant

Fontana Regional Library

33 Fryemont Rd.

Bryson City, NC 28713

Voice: 828-488-2382 ext.126

Fax: 828-488-2638

“Opinions expressed in this message may not represent the policy of my
library. All  e-mail sent to or from the Fontana Regional Library e-mail
systems is subject to monitoring and disclosure to third parties, including
law enforcement personnel.”
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://list.evergreen-ils.org/pipermail/evergreen-reports/attachments/20170302/8cfc5760/attachment-0001.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: PastedGraphic-1.png
Type: image/png
Size: 65902 bytes
Desc: not available
URL: <http://list.evergreen-ils.org/pipermail/evergreen-reports/attachments/20170302/8cfc5760/attachment-0001.png>