[Evergreen-reports] Balance Owed Reports

Tue Jan 7 16:24:01 EST 2025

I ran a report with patron barcodes to cross-check, and it looks like the
raw is only returning unique values (?) for each patron.

Here's what is currently shown on the patron account ($6.20 balance owed):

[image: image.png]

Sum ($6.20):
2024-11-12 3.2
2024-11-15 1.4
2025-01-06 1.6
Raw ($3.80):
2024-11-12 0.8
2024-11-15 1.4
2025-01-06 1.6

On Tue, Jan 7, 2025 at 3:58 PM Elizabeth Davis <elizabeth.davis at sparkpa.org>
wrote:

> 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
>
>
>
> *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>*
>
>
>
> ------------------------------
> *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> 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://urldefense.proofpoint.com/v2/url?u=https-3A__support.sparkpa.org_&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=kJM48NUjGTG2FF2mUrpqbDGjP4NpJlj5nwjBPQIUouOE7b6JfHLApF3XoaZzUxbO&s=3ntW5QV9eVe5H9RYNlCCKr_j6U7hRFpvMB9_oBDz6IY&e=>* |
> *support at sparkpa.org <support at sparkpa.org>*
>
>
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> Susan Morrison, PINES Operations Analyst
>
> ------------------------------
>
> Georgia Public Library Service
>
> 2872 Woodcock Blvd, Suite 250 | Atlanta, GA 30341
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-- 

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<https://georgialibraries.org/>

Susan Morrison, PINES Operations Analyst

------------------------------

Georgia Public Library Service

2872 Woodcock Blvd, Suite 250 | Atlanta, GA 30341

(404) 235-7142 | smorrison at georgialibraries.org

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