<div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr">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! 😬<div><br></div><div>Source: Billable Transaction Summary with Billing Location <br><br>Display Fields:<br>Billable Transaction Summary with Billing Location > Billing Location > Short (Policy) Name as "Billing Location"<br>Billable Transaction Summary with Billing Location > Last Billing Timestamp as "Last Bill Date" (Year)<br>Billable Transaction Summary with Billing Location > Balance Owed (Sum) </div><div><br></div><div>Filters:<br>Billable Transaction Summary with Billing Location > Billing Location > Organizational Unit ID (In List)<br>Billable Transaction Summary with Billing Location > Last Billing Timestamp (Between) (Year) </div><div>Billable Transaction Summary with Billing Location > Transaction Finish Time (is NULL)<br>Billable Transaction Summary with Billing Location > Balance Owed (Sum) (Greater than) 0 <br><br></div><div><br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Tue, Jan 7, 2025 at 2:10 PM Elizabeth Davis via Evergreen-reports <<a href="mailto:evergreen-reports@list.evergreen-ils.org" target="_blank">evergreen-reports@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"><div>
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Hello Everyone, </div>
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<span style="color:rgb(0,0,0)">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 </span><span style="color:black">Billable Transaction Summary with Billing Location and Open Billable Transaction Summary sources and I'm not happy with my results. </span></div>
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Any tips or suggestions would be appreciated. </div>
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Thank you, <span style="font-family:Aptos,sans-serif"> </span></div>
<div id="m_3902283024227400837m_2691850988730437326m_7924796813434251165m_-3364184271387841711Signature">
<p style="margin:0in;font-family:Aptos,sans-serif;font-size:12pt"><img width="82" height="82" style="width:0.864in;height:0.864in;margin-top:0px;margin-bottom:0px;float:left" src="cid:ii_194426a413b9d1c04aa1"><span style="color:rgb(22,105,122)"><b>Elizabeth
Davis</b></span><b> </b>(she/her), <span style="color:rgb(22,105,122)"><b><i>Program Manager</i></b></span></p>
<p style="margin:0in;font-family:Aptos,sans-serif;font-size:12pt"><span style="color:rgb(51,102,204)"><b>Pennsylvania Integrated Library System
</b></span><span style="color:rgb(68,114,196)"><b>(PaILS) | SPARK</b></span><span style="color:rgb(51,102,204)"> </span></p>
<p style="margin:0in;font-family:Aptos,sans-serif;font-size:12pt"><span style="color:rgb(51,102,204)">(717) 256-1627</span> |
<span style="color:rgb(5,99,193)"><u><a href="mailto:katherine.dannehl@sparkpa.org" id="m_3902283024227400837m_2691850988730437326m_7924796813434251165m_-3364184271387841711OWA63ce4a2e-8f7c-58d6-57e5-52e48e020862" style="color:rgb(5,99,193);margin-top:0px;margin-bottom:0px" target="_blank">elizabeth.davis@sparkpa.org</a></u></span> <br>
<span style="color:rgb(5,99,193)"><u><a href="https://support.sparkpa.org/" id="m_3902283024227400837m_2691850988730437326m_7924796813434251165m_-3364184271387841711OWAed344a83-24ad-9669-46ed-37c2232faa25" style="color:rgb(5,99,193);margin-top:0px;margin-bottom:0px" target="_blank">support.sparkpa.org</a></u></span><span style="color:rgb(51,102,204)"> |
</span><span style="color:rgb(5,99,193)"><u><a href="mailto:support@sparkpa.org" id="m_3902283024227400837m_2691850988730437326m_7924796813434251165m_-3364184271387841711OWA30ca76d1-e2e1-7094-9a06-b909549d99f1" style="color:rgb(5,99,193);margin-top:0px;margin-bottom:0px" target="_blank">support@sparkpa.org</a></u></span><span style="color:rgb(51,102,204)"> </span></p>
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