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

[Chris Sharp]

Hi John,

One of the problems with reporting on payments is that there isn't a
linkage between billing line items and the payments that offset them.
Since that's true, connecting the payment to the billing type gets
complicated and is not always accurate.  Here's how I work around it as
best I can.

>From Payments: Desk, follow this path:

Payments: Desk -> Billable Transaction -> Billing Line Items -> Type

>From there, you can use "Name" as a displayed field (I usually use the
"Alter Display Header" feature to change the column name for clarity) or ID
as a base filter (In list), which will provide you a clickable list to
select from.

Just know that it's possible, if not probable that the payments may not
always match the billing line items, so the billing type may be wrong.

Hope that helps!

Chris


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 <(517)%20278-2341>
> FAX 517-279-7134 <(517)%20279-7134>
>
>
> _______________________________________________
> Evergreen-reports mailing list
> Evergreen-reports at list.evergreen-ils.org
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>
>


-- 
Chris Sharp
PINES System Administrator
Georgia Public Library Service
1800 Century Place, Suite 150
Atlanta, Georgia 30345
(404) 235-7147
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