<div dir="ltr">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. </div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Thu, May 5, 2022 at 1:02 PM <<a href="mailto:evergreen-reports-request@list.evergreen-ils.org">evergreen-reports-request@list.evergreen-ils.org</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex">Send Evergreen-reports mailing list submissions to<br>
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Today's Topics:<br>
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1. Re: Waived fines (Willis, Beth)<br>
2. Re: Waived fines (Tony Miller)<br>
<br>
<br>
----------------------------------------------------------------------<br>
<br>
Message: 1<br>
Date: Thu, 5 May 2022 12:11:14 -0400<br>
From: "Willis, Beth" <<a href="mailto:willis@noblenet.org" target="_blank">willis@noblenet.org</a>><br>
To: Evergreen Community Reports Email List<br>
<<a href="mailto:evergreen-reports@list.evergreen-ils.org" target="_blank">evergreen-reports@list.evergreen-ils.org</a>><br>
Subject: Re: [Evergreen-reports] Waived fines<br>
Message-ID:<br>
<<a href="mailto:CAPMmzWMGXTS7pZ0SwNdahccRaZdZM8chzC9dD8MXOJQdXNVSBw@mail.gmail.com" target="_blank">CAPMmzWMGXTS7pZ0SwNdahccRaZdZM8chzC9dD8MXOJQdXNVSBw@mail.gmail.com</a>><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
Hi Sheryl,<br>
<br>
I haven't actually created a report for waived fines, but wonder if you<br>
could use the "Payments" source as your starting point? This would allow<br>
you to get the payment date range and the amount. Depending upon how your<br>
library categorizes waived fines, you could use payment type as a filter<br>
(e.g. payment type = forgive_payment).<br>
<br>
I think you can link through to the copy table as follows to get relevant<br>
item data (e.g. circ_modifier):<br>
<br>
Payments -> Billable Transaction -> Circulation Billing link -> Circulating<br>
Item -> Circulation Modifier<br>
<br>
Sorry I don't have a working report to share.<br>
Beth<br>
<br>
On Thu, May 5, 2022 at 11:23 AM Angie Devers via Evergreen-reports <<br>
<a href="mailto:evergreen-reports@list.evergreen-ils.org" target="_blank">evergreen-reports@list.evergreen-ils.org</a>> wrote:<br>
<br>
> Hi Sheryl,<br>
><br>
> when we went fine free last summer I used 3 templates "Paid Fines by<br>
> location with notes" "Outstanding fines and bills with patron barcodes" and<br>
> "list patrons with fines owed" - looking back none of these capture the<br>
> fines that we waived during this time. I'll keep fiddling to see if I can<br>
> grab the "forgive function" as a payment type or transaction. We were more<br>
> focused on the patrons than the items but did use the "Amnesty - Forgive<br>
> Payment" with mixed results.<br>
><br>
><br>
> thanks as always,<br>
><br>
> angie devers<br>
><br>
> Emmaus Public Library Services Manager<br>
><br>
> always open online- <a href="http://www.emmauspl.org" rel="noreferrer" target="_blank">www.emmauspl.org</a><br>
><br>
> ------------------------------<br>
> *From:* Evergreen-reports <<br>
> <a href="mailto:evergreen-reports-bounces@list.evergreen-ils.org" target="_blank">evergreen-reports-bounces@list.evergreen-ils.org</a>> on behalf of Sheryl<br>
> Davis via Evergreen-reports <<a href="mailto:evergreen-reports@list.evergreen-ils.org" target="_blank">evergreen-reports@list.evergreen-ils.org</a>><br>
> *Sent:* Tuesday, May 3, 2022 5:58:44 PM<br>
> *To:* <a href="mailto:evergreen-reports@list.evergreen-ils.org" target="_blank">evergreen-reports@list.evergreen-ils.org</a><br>
> *Cc:* Sheryl Davis<br>
> *Subject:* [Evergreen-reports] Waived fines<br>
><br>
> Hello<br>
><br>
> I'm trying to create a report for our waived fines that will tell us circ<br>
> modifier, dates, and sum. Has anyone ever done this? Would you be willing<br>
> to share it? I've tried to create a report from scratch but can never get<br>
> all of the details I need.<br>
><br>
> Thank you,<br>
> Sheryl<br>
><br>
> --<br>
> Sheryl Davis<br>
> Library Technician<br>
> Thorold Public Library<br>
> 14 Ormond St.<br>
> Thorold Ontario<br>
> L2V 1Y8<br>
> 905-227-2581<br>
><br>
> _______________________________________________<br>
> Evergreen-reports mailing list<br>
> <a href="mailto:Evergreen-reports@list.evergreen-ils.org" target="_blank">Evergreen-reports@list.evergreen-ils.org</a><br>
> <a href="http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-reports" rel="noreferrer" target="_blank">http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-reports</a><br>
><br>
<br>
<br>
-- <br>
Beth Willis<br>
Digital & Catalog Librarian<br>
NOBLE, Inc.<br>
42 Cherry Hill Drive<br>
Danvers, MA 01923<br>
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<br>
Message: 2<br>
Date: Thu, 5 May 2022 12:02:31 -0500<br>
From: Tony Miller <<a href="mailto:tony@poplarbluff.org" target="_blank">tony@poplarbluff.org</a>><br>
To: Evergreen Community Reports Email List<br>
<<a href="mailto:evergreen-reports@list.evergreen-ils.org" target="_blank">evergreen-reports@list.evergreen-ils.org</a>><br>
Subject: Re: [Evergreen-reports] Waived fines<br>
Message-ID:<br>
<CADYx=NuZ_WXJ30bfMkpoSV4YEeXM=<a href="mailto:0jGAANfN9SdBne6vE2spg@mail.gmail.com" target="_blank">0jGAANfN9SdBne6vE2spg@mail.gmail.com</a>><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
When I get off the desk this afternoon I can see if I can create a report<br>
to share.<br>
<br>
On Thu, May 5, 2022 at 11:11 AM Willis, Beth via Evergreen-reports <<br>
<a href="mailto:evergreen-reports@list.evergreen-ils.org" target="_blank">evergreen-reports@list.evergreen-ils.org</a>> wrote:<br>
<br>
> Hi Sheryl,<br>
><br>
> I haven't actually created a report for waived fines, but wonder if you<br>
> could use the "Payments" source as your starting point? This would allow<br>
> you to get the payment date range and the amount. Depending upon how your<br>
> library categorizes waived fines, you could use payment type as a filter<br>
> (e.g. payment type = forgive_payment).<br>
><br>
> I think you can link through to the copy table as follows to get relevant<br>
> item data (e.g. circ_modifier):<br>
><br>
> Payments -> Billable Transaction -> Circulation Billing link -><br>
> Circulating Item -> Circulation Modifier<br>
><br>
> Sorry I don't have a working report to share.<br>
> Beth<br>
><br>
> On Thu, May 5, 2022 at 11:23 AM Angie Devers via Evergreen-reports <<br>
> <a href="mailto:evergreen-reports@list.evergreen-ils.org" target="_blank">evergreen-reports@list.evergreen-ils.org</a>> wrote:<br>
><br>
>> Hi Sheryl,<br>
>><br>
>> when we went fine free last summer I used 3 templates "Paid Fines by<br>
>> location with notes" "Outstanding fines and bills with patron barcodes" and<br>
>> "list patrons with fines owed" - looking back none of these capture the<br>
>> fines that we waived during this time. I'll keep fiddling to see if I can<br>
>> grab the "forgive function" as a payment type or transaction. We were more<br>
>> focused on the patrons than the items but did use the "Amnesty - Forgive<br>
>> Payment" with mixed results.<br>
>><br>
>><br>
>> thanks as always,<br>
>><br>
>> angie devers<br>
>><br>
>> Emmaus Public Library Services Manager<br>
>><br>
>> always open online- <a href="http://www.emmauspl.org" rel="noreferrer" target="_blank">www.emmauspl.org</a><br>
>><br>
>> ------------------------------<br>
>> *From:* Evergreen-reports <<br>
>> <a href="mailto:evergreen-reports-bounces@list.evergreen-ils.org" target="_blank">evergreen-reports-bounces@list.evergreen-ils.org</a>> on behalf of Sheryl<br>
>> Davis via Evergreen-reports <<a href="mailto:evergreen-reports@list.evergreen-ils.org" target="_blank">evergreen-reports@list.evergreen-ils.org</a>><br>
>> *Sent:* Tuesday, May 3, 2022 5:58:44 PM<br>
>> *To:* <a href="mailto:evergreen-reports@list.evergreen-ils.org" target="_blank">evergreen-reports@list.evergreen-ils.org</a><br>
>> *Cc:* Sheryl Davis<br>
>> *Subject:* [Evergreen-reports] Waived fines<br>
>><br>
>> Hello<br>
>><br>
>> I'm trying to create a report for our waived fines that will tell us circ<br>
>> modifier, dates, and sum. Has anyone ever done this? Would you be willing<br>
>> to share it? I've tried to create a report from scratch but can never get<br>
>> all of the details I need.<br>
>><br>
>> Thank you,<br>
>> Sheryl<br>
>><br>
>> --<br>
>> Sheryl Davis<br>
>> Library Technician<br>
>> Thorold Public Library<br>
>> 14 Ormond St.<br>
>> Thorold Ontario<br>
>> L2V 1Y8<br>
>> 905-227-2581<br>
>><br>
>> _______________________________________________<br>
>> Evergreen-reports mailing list<br>
>> <a href="mailto:Evergreen-reports@list.evergreen-ils.org" target="_blank">Evergreen-reports@list.evergreen-ils.org</a><br>
>> <a href="http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-reports" rel="noreferrer" target="_blank">http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-reports</a><br>
>><br>
><br>
><br>
> --<br>
> Beth Willis<br>
> Digital & Catalog Librarian<br>
> NOBLE, Inc.<br>
> 42 Cherry Hill Drive<br>
> Danvers, MA 01923<br>
> _______________________________________________<br>
> Evergreen-reports mailing list<br>
> <a href="mailto:Evergreen-reports@list.evergreen-ils.org" target="_blank">Evergreen-reports@list.evergreen-ils.org</a><br>
> <a href="http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-reports" rel="noreferrer" target="_blank">http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-reports</a><br>
><br>
<br>
<br>
-- <br>
Tony Miller<br>
*User Services Coordinator *<br>
[image: 01]<br>
318 North Main Street | Poplar Bluff, MO 63901<br>
(573) 686 ? 8639<br>
Website <<a href="https://poplarbluff.org/" rel="noreferrer" target="_blank">https://poplarbluff.org/</a>> | Newsletter<br>
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<<a href="https://poplarbluff.org/annualreport.html" rel="noreferrer" target="_blank">https://poplarbluff.org/annualreport.html</a>> | Digital Library<br>
<<a href="http://poplarbluff.org/downloads.html" rel="noreferrer" target="_blank">http://poplarbluff.org/downloads.html</a>><br>
<br>
<br>
*?**?Promoting Libraries to Make Our Communities Stronger*<br>
Poplar Bluff Municipal Library District with its community partners<br>
provides and promotes equal access to reading, information, cultural and<br>
intellectual resources.<br>
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</blockquote></div><br clear="all"><div><br></div>-- <br><div dir="ltr" class="gmail_signature"><div dir="ltr">Sheryl Davis<div>Library Technician</div><div>Thorold Public Library </div><div>14 Ormond St.</div><div>Thorold Ontario</div><div>L2V 1Y8</div><div>905-227-2581</div><div><span></span><span></span><br></div></div></div>