[Evergreen-reports] Balance Owed Reports

Elizabeth Davis elizabeth.davis at sparkpa.org
Wed Jan 8 12:48:51 EST 2025 

Thanks!




[cid:cfec63aa-bf84-48ac-b534-049989061750]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: Jason Boyer <JBoyer at equinoxoli.org>
Sent: Wednesday, January 8, 2025 10:00 AM
To: Evergreen Community Reports Email List <evergreen-reports at list.evergreen-ils.org>
Cc: Susan Morrison <smorrison at georgialibraries.org>; Elizabeth Davis <elizabeth.davis at sparkpa.org>
Subject: Re: [Evergreen-reports] Balance Owed Reports

It's difficult to say without seeing the debug sql, but I think if you filter on date between 2024-01-01 and 2024-12-31, the time used is 00:00:00, so if a payment is made on the 31st it wouldn't be counted when using date (unless you use 2024-01-01 and 2025-01-01).

Jason

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Jason Boyer
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Equinox Open Library Initiative
JBoyer at equinoxOLI.org
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On Wed, Jan 8, 2025 at 8:49 AM Elizabeth Davis via Evergreen-reports <evergreen-reports at list.evergreen-ils.org<mailto:evergreen-reports at list.evergreen-ils.org>> wrote:
HI Susan and Jason

Thank you, this is very helpful.  I was really worried about my outputs.  I'll be sure to use the SUM transform.  Can you speak to Susan's comments regarding the difference when running it on a Date vs Year transform?





[cid:ii_1944666a66e2ee2cf884]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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________________________________
From: Susan Morrison <smorrison at georgialibraries.org<mailto:smorrison at georgialibraries.org>>
Sent: Tuesday, January 7, 2025 4:24 PM
To: Elizabeth Davis <elizabeth.davis at sparkpa.org<mailto:elizabeth.davis at sparkpa.org>>
Cc: Evergreen Community Reports Email List <evergreen-reports at list.evergreen-ils.org<mailto:evergreen-reports at list.evergreen-ils.org>>
Subject: Re: [Evergreen-reports] Balance Owed Reports

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.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<mailto: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



[cid:ii_1944666a66e37ffebab2]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://urldefense.proofpoint.com/v2/url?u=https-3A__support.sparkpa.org_&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=J7guRifZQOVuL0hpLoDvoQtVKM4oVqWxVOyyAy09LhNtgNxKbfj4uK4UWH5cNOCm&s=NQHT17tjDlEsKtl81rnZvUTALW66bOJfXWr6TGnXa9Y&e=> | support at sparkpa.org<mailto:support at sparkpa.org>



________________________________
From: Susan Morrison <smorrison at georgialibraries.org<mailto: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<mailto:evergreen-reports at list.evergreen-ils.org>>
Cc: Elizabeth Davis <elizabeth.davis at sparkpa.org<mailto: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_1944666a66e9d1c04aa1]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://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<mailto:support at sparkpa.org>



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Susan Morrison, PINES Operations Analyst

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