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

[John Rucker]

Donna,

That did the trick! The breakdown is there, but the totals now match the built-in cash report.

Thanks so much,

John


> On Mar 2, 2017, at 9:02 AM, Donna Rowland <drowland at fontanalib.org> wrote:
> 
> 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)
> 
> <PastedGraphic-1.png>
> 
> 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
> 
> 
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> -- 
> ___________________________________________________________________
> "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
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