[Evergreen-reports] Balance Owed Reports

Tue Jan 7 15:58:01 EST 2025

Hi Susan
Thanks, I gave that a test.   I didn't change the Timestamp field transform but when I changed the Balance Owed Field Transform from Sum to Raw Data, I saw a significant different in totals.

For example, it went from $1,412.24 with the SUM transform to $486.01 with the RAW transform for 2025

[cid:75418de9-7c39-42f3-8793-a8a4c7df23af]Elizabeth Davis (she/her), Program Manager

Pennsylvania Integrated Library System (PaILS) | SPARK

(717) 256-1627 | elizabeth.davis at sparkpa.org<mailto:katherine.dannehl at sparkpa.org>
support.sparkpa.org<https://support.sparkpa.org/> | support at sparkpa.org<mailto:support at sparkpa.org>

________________________________
From: Susan Morrison <smorrison at georgialibraries.org>
Sent: Tuesday, January 7, 2025 3:37 PM
To: Evergreen Community Reports Email List <evergreen-reports at list.evergreen-ils.org>
Cc: Elizabeth Davis <elizabeth.davis at sparkpa.org>
Subject: Re: [Evergreen-reports] Balance Owed Reports

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<mailto: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,

[cid:ii_194426a413b9d1c04aa1]Elizabeth Davis (she/her), Program Manager

Pennsylvania Integrated Library System (PaILS) | SPARK

(717) 256-1627 | elizabeth.davis at sparkpa.org<mailto:katherine.dannehl at sparkpa.org>
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