[Evergreen-reports] Evergreen-reports Digest, Vol 65, Issue 3

Thu May 5 14:47:26 EDT 2022

The Payments-All gave me everything I needed but didn't tally with the Cash
Reports. It was out by $1708.75 I can instantly remove $1607.50 but not the
other 99. Very odd.

On Thu, May 5, 2022 at 1:02 PM <
evergreen-reports-request at list.evergreen-ils.org> wrote:

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> Today's Topics:
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>    1. Re: Waived fines (Willis, Beth)
>    2. Re: Waived fines (Tony Miller)
>
>
> ----------------------------------------------------------------------
>
> Message: 1
> Date: Thu, 5 May 2022 12:11:14 -0400
> From: "Willis, Beth" <willis at noblenet.org>
> To: Evergreen Community Reports Email List
>         <evergreen-reports at list.evergreen-ils.org>
> Subject: Re: [Evergreen-reports] Waived fines
> Message-ID:
>         <
> CAPMmzWMGXTS7pZ0SwNdahccRaZdZM8chzC9dD8MXOJQdXNVSBw at mail.gmail.com>
> Content-Type: text/plain; charset="utf-8"
>
> Hi Sheryl,
>
> I haven't actually created a report for waived fines, but wonder if you
> could use the "Payments" source as your starting point?  This would allow
> you to get the payment date range and the amount.   Depending upon how your
> library categorizes waived fines, you could use payment type as a filter
> (e.g. payment type = forgive_payment).
>
> I think you can link through to the copy table as follows to get relevant
> item data (e.g. circ_modifier):
>
> Payments -> Billable Transaction -> Circulation Billing link -> Circulating
> Item -> Circulation Modifier
>
> Sorry I don't have a working report to share.
> Beth
>
> On Thu, May 5, 2022 at 11:23 AM Angie Devers via Evergreen-reports <
> evergreen-reports at list.evergreen-ils.org> wrote:
>
> > Hi Sheryl,
> >
> >  when we went fine free last summer I used 3 templates "Paid Fines by
> > location with notes" "Outstanding fines and bills with patron barcodes"
> and
> > "list patrons with fines owed"  - looking back none of these capture the
> > fines that we waived during this time. I'll keep fiddling to see if I can
> > grab the "forgive function" as a payment type or transaction. We were
> more
> > focused on the patrons than the items but did use the "Amnesty - Forgive
> > Payment" with mixed results.
> >
> >
> > thanks as always,
> >
> >        angie devers
> >
> > Emmaus Public Library Services Manager
> >
> > always open online- www.emmauspl.org
> >
> > ------------------------------
> > *From:* Evergreen-reports <
> > evergreen-reports-bounces at list.evergreen-ils.org> on behalf of Sheryl
> > Davis via Evergreen-reports <evergreen-reports at list.evergreen-ils.org>
> > *Sent:* Tuesday, May 3, 2022 5:58:44 PM
> > *To:* evergreen-reports at list.evergreen-ils.org
> > *Cc:* Sheryl Davis
> > *Subject:* [Evergreen-reports] Waived fines
> >
> > Hello
> >
> > I'm trying to create a report for our waived fines that will tell us circ
> > modifier, dates, and sum. Has anyone ever done this? Would you be willing
> > to share it? I've tried to create a report from scratch but can never get
> > all of the details I need.
> >
> > Thank you,
> > Sheryl
> >
> > --
> > Sheryl Davis
> > Library Technician
> > Thorold Public Library
> > 14 Ormond St.
> > Thorold Ontario
> > L2V 1Y8
> > 905-227-2581
> >
> > _______________________________________________
> > Evergreen-reports mailing list
> > Evergreen-reports at list.evergreen-ils.org
> > http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-reports
> >
>
>
> --
> Beth Willis
> Digital & Catalog Librarian
> NOBLE, Inc.
> 42 Cherry Hill Drive
> Danvers, MA 01923
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> ------------------------------
>
> Message: 2
> Date: Thu, 5 May 2022 12:02:31 -0500
> From: Tony Miller <tony at poplarbluff.org>
> To: Evergreen Community Reports Email List
>         <evergreen-reports at list.evergreen-ils.org>
> Subject: Re: [Evergreen-reports] Waived fines
> Message-ID:
>         <CADYx=NuZ_WXJ30bfMkpoSV4YEeXM=
> 0jGAANfN9SdBne6vE2spg at mail.gmail.com>
> Content-Type: text/plain; charset="utf-8"
>
> When I get off the desk this afternoon I can see if I can create a report
> to share.
>
> On Thu, May 5, 2022 at 11:11 AM Willis, Beth via Evergreen-reports <
> evergreen-reports at list.evergreen-ils.org> wrote:
>
> > Hi Sheryl,
> >
> > I haven't actually created a report for waived fines, but wonder if you
> > could use the "Payments" source as your starting point?  This would allow
> > you to get the payment date range and the amount.   Depending upon how
> your
> > library categorizes waived fines, you could use payment type as a filter
> > (e.g. payment type = forgive_payment).
> >
> > I think you can link through to the copy table as follows to get relevant
> > item data (e.g. circ_modifier):
> >
> > Payments -> Billable Transaction -> Circulation Billing link ->
> > Circulating Item -> Circulation Modifier
> >
> > Sorry I don't have a working report to share.
> > Beth
> >
> > On Thu, May 5, 2022 at 11:23 AM Angie Devers via Evergreen-reports <
> > evergreen-reports at list.evergreen-ils.org> wrote:
> >
> >> Hi Sheryl,
> >>
> >>  when we went fine free last summer I used 3 templates "Paid Fines by
> >> location with notes" "Outstanding fines and bills with patron barcodes"
> and
> >> "list patrons with fines owed"  - looking back none of these capture the
> >> fines that we waived during this time. I'll keep fiddling to see if I
> can
> >> grab the "forgive function" as a payment type or transaction. We were
> more
> >> focused on the patrons than the items but did use the "Amnesty - Forgive
> >> Payment" with mixed results.
> >>
> >>
> >> thanks as always,
> >>
> >>        angie devers
> >>
> >> Emmaus Public Library Services Manager
> >>
> >> always open online- www.emmauspl.org
> >>
> >> ------------------------------
> >> *From:* Evergreen-reports <
> >> evergreen-reports-bounces at list.evergreen-ils.org> on behalf of Sheryl
> >> Davis via Evergreen-reports <evergreen-reports at list.evergreen-ils.org>
> >> *Sent:* Tuesday, May 3, 2022 5:58:44 PM
> >> *To:* evergreen-reports at list.evergreen-ils.org
> >> *Cc:* Sheryl Davis
> >> *Subject:* [Evergreen-reports] Waived fines
> >>
> >> Hello
> >>
> >> I'm trying to create a report for our waived fines that will tell us
> circ
> >> modifier, dates, and sum. Has anyone ever done this? Would you be
> willing
> >> to share it? I've tried to create a report from scratch but can never
> get
> >> all of the details I need.
> >>
> >> Thank you,
> >> Sheryl
> >>
> >> --
> >> Sheryl Davis
> >> Library Technician
> >> Thorold Public Library
> >> 14 Ormond St.
> >> Thorold Ontario
> >> L2V 1Y8
> >> 905-227-2581
> >>
> >> _______________________________________________
> >> Evergreen-reports mailing list
> >> Evergreen-reports at list.evergreen-ils.org
> >>
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-reports
> >>
> >
> >
> > --
> > Beth Willis
> > Digital & Catalog Librarian
> > NOBLE, Inc.
> > 42 Cherry Hill Drive
> > Danvers, MA 01923
> > _______________________________________________
> > Evergreen-reports mailing list
> > Evergreen-reports at list.evergreen-ils.org
> > http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-reports
> >
>
>
> --
> Tony Miller
> *User Services Coordinator *
> [image: 01]
> 318 North Main Street | Poplar Bluff, MO 63901
> (573) 686 ? 8639
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> ------------------------------
>
> End of Evergreen-reports Digest, Vol 65, Issue 3
> ************************************************
>

-- 
Sheryl Davis
Library Technician
Thorold Public Library
14 Ormond St.
Thorold Ontario
L2V 1Y8
905-227-2581
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