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<p class="MsoNormal">Hi Jason<o:p></o:p></p>
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<p class="MsoNormal">Thanks so much. We’re loving the simple reports. It’s been interesting to learn the limits and when we should recommend using the complex reporter. <o:p></o:p></p>
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Davis</span></b><b> </b>(she/her), <b><i><span style="color:#16697A">Support & Project Management Specialist</span></i></b><span style="font-size:12.0pt;color:#16697A"> </span><span style="font-size:9.0pt;font-family:"Segoe UI",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal" style="vertical-align:baseline"><b><span style="font-size:12.0pt;color:#3366CC">Pennsylvania Integrated Library System
</span></b><b><span style="color:#4472C4">(PaILS) | SPARK</span></b><span style="font-size:12.0pt;color:#3366CC"> </span><span style="font-size:9.0pt;font-family:"Segoe UI",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal" style="vertical-align:baseline"><span style="color:#3366CC">(717) 256-1627</span> |
<a href="mailto:katherine.dannehl@sparkpa.org" target="_blank"><span style="color:#0563C1">elizabeth.davis@sparkpa.org</span></a> <br>
<a href="https://support.sparkpa.org/" target="_blank"><span style="color:#0563C1">support.sparkpa.org</span></a><span style="color:#3366CC"> |
</span><a href="mailto:support@sparkpa.org" target="_blank"><span style="color:#0563C1">support@sparkpa.org</span></a><span style="color:#3366CC"> </span><span style="font-size:9.0pt;font-family:"Segoe UI",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal"><b>From:</b> Jason Boyer <JBoyer@equinoxOLI.org> <br>
<b>Sent:</b> Tuesday, October 25, 2022 11:06 AM<br>
<b>To:</b> Evergreen Community Reports Email List <evergreen-reports@list.evergreen-ils.org><br>
<b>Cc:</b> Elizabeth Davis <elizabeth.davis@sparkpa.org><br>
<b>Subject:</b> Re: [Evergreen-reports] Simple Reports: Billings and Payments Transaction Summary<o:p></o:p></p>
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<p class="MsoNormal">Hi Elizabeth, because of the layout of the various tables related to billing (complex) and the design goals of simple reporter (simple) there wasn't a good way to pull some things without potentially duplicating rows. I don't have the precise
details handy anymore but since you can potentially make partial payments at multiple locations on the same transaction some fields were intentionally left out to prevent potentially misleading data (situations like billing amounts * # of payments and payment
amounts * number of billings, etc.)<o:p></o:p></p>
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<p class="MsoNormal">Simple reporter tries to gather all payment and billing data for a single transaction into a single row to minimize confusion around dollar amounts. It may be possible to add a field that aggregates all payment locations similar to the
bib subjects field in other reports, but if the goal is something like "how much was paid at library X vs library Y?" that's not something simple reporter is capable of. (Nor, really, is the complicated reporter; depending on your requirements.)<o:p></o:p></p>
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<p class="MsoNormal"><span style="color:black">Jason<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:black"><br>
-- <br>
Jason Boyer<br>
Senior System Administrator<br>
Equinox Open Library Initiative<br>
<a href="mailto:JBoyer@equinoxOLI.org">JBoyer@equinoxOLI.org</a><br>
+1 (877) Open-ILS (673-6457)<br>
<a href="https://equinoxOLI.org/">https://equinoxOLI.org/</a><o:p></o:p></span></p>
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<p class="MsoNormal">On Oct 25, 2022, at 9:58 AM, Elizabeth Davis via Evergreen-reports <<a href="mailto:evergreen-reports@list.evergreen-ils.org">evergreen-reports@list.evergreen-ils.org</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal">I’m trying to build a Simple Report using the Billings and Payments Transaction Summary. Is there no Payment Location field? I’m seeing the Billing Library as field, but nothing for payment.<o:p></o:p></p>
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<p class="MsoNormal" style="vertical-align:baseline"><image002.png><b><span style="color:#16697A">Elizabeth Davis</span><span class="apple-converted-space"> </span></b>(she/her),<span class="apple-converted-space"> </span><b><i><span style="color:#16697A">Support
& Project Management Specialist</span></i></b><span style="font-size:12.0pt;color:#16697A"> </span><o:p></o:p></p>
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<p class="MsoNormal" style="vertical-align:baseline"><b><span style="font-size:12.0pt;color:#3366CC">Pennsylvania Integrated Library System<span class="apple-converted-space"> </span></span></b><b><span style="color:#4472C4">(PaILS) | SPARK</span></b><span style="font-size:12.0pt;color:#3366CC"> </span><o:p></o:p></p>
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<p class="MsoNormal" style="vertical-align:baseline"><span style="color:#3366CC">(717) 256-1627</span><span class="apple-converted-space"> </span>|<span class="apple-converted-space"> </span><a href="mailto:katherine.dannehl@sparkpa.org" target="_blank"><span style="color:#0563C1">elizabeth.davis@sparkpa.org</span></a> <br>
<a href="https://support.sparkpa.org/" target="_blank"><span style="color:#0563C1">support.sparkpa.org</span></a><span class="apple-converted-space"><span style="color:#3366CC"> </span></span><span style="color:#3366CC">|<span class="apple-converted-space"> </span></span><a href="mailto:support@sparkpa.org" target="_blank"><span style="color:#0563C1">support@sparkpa.org</span></a><span style="color:#3366CC"> </span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif">_______________________________________________<br>
Evergreen-reports mailing list<br>
</span><a href="mailto:Evergreen-reports@list.evergreen-ils.org"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:#0563C1">Evergreen-reports@list.evergreen-ils.org</span></a><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif"><br>
</span><a href="http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-reports"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:#0563C1">http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-reports</span></a><o:p></o:p></p>
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