[Evergreen-reports] Balance Owed Reports

[Susan Morrison]

Here are the paths for a report similar to what I've used in the past. I
will mention that previously I had used Date for the Last Billing Timestamp
transform, and the total is about a $25 difference from when I used Year,
and I'm not quite sure why... If anyone sees a problem with this report,
please let me know! 😬

Source: Billable Transaction Summary with Billing Location

Display Fields:
Billable Transaction Summary with Billing Location > Billing Location >
Short (Policy) Name as "Billing Location"
Billable Transaction Summary with Billing Location > Last Billing Timestamp
as "Last Bill Date" (Year)
Billable Transaction Summary with Billing Location > Balance Owed (Sum)

Filters:
Billable Transaction Summary with Billing Location > Billing Location >
Organizational Unit ID (In List)
Billable Transaction Summary with Billing Location > Last Billing Timestamp
(Between) (Year)
Billable Transaction Summary with Billing Location > Transaction Finish
Time (is NULL)
Billable Transaction Summary with Billing Location > Balance Owed (Sum)
(Greater than) 0



On Tue, Jan 7, 2025 at 2:10 PM Elizabeth Davis via Evergreen-reports <
evergreen-reports at list.evergreen-ils.org> wrote:

> Hello Everyone,
>
> Just curious if anyone has a patron bills balance owed report that they
> wouldn't mind sharing. One of our library's auditors needs a total of bill
> balances owed to the library broken down by year of billing.  I've been
> testing the Billable Transaction Summary with Billing Location and Open
> Billable Transaction Summary sources and I'm not happy with my results.
>
> Any tips or suggestions would be appreciated.
>
> Thank you,
>
> *Elizabeth Davis* (she/her), *Program Manager*
>
> *Pennsylvania Integrated Library System **(PaILS) | SPARK*
>
> (717) 256-1627 | *elizabeth.davis at sparkpa.org
> <katherine.dannehl at sparkpa.org>*
> *support.sparkpa.org <https://support.sparkpa.org/>* | *support at sparkpa.org
> <support at sparkpa.org>*
>
>
> _______________________________________________
> Evergreen-reports mailing list
> Evergreen-reports at list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-reports
>


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Susan Morrison, PINES Operations Analyst

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