[OPEN-ILS-GENERAL] Reports Question

[Elizabeth Davis]

Hello Terran, 

Thank you very much.  I tested it out this morning with success and am ready to tweak it.  This is a great help.  

Elizabeth 

-----Original Message-----
From: Open-ils-general [mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of McCanna, Terran
Sent: Wednesday, January 06, 2016 6:07 PM
To: Evergreen Discussion Group <open-ils-general at list.georgialibraries.org>
Subject: Re: [OPEN-ILS-GENERAL] Reports Question

Hi Elizabeth,

Here is the description of the one we use. It may not get you everything you want, but it might get you part of the way there. We do it by Home Library and not by Owning Library - each system in our consortium that accepts payments through the TPAC has its own credit card contract and any payments made through the TPAC by their patrons go to them. 

Uses Credit Card Payment source (you may have to look under "All Available Sources" at the bottom of the source list).

Displayed Fields:

Credit Card Payment -> xact -> User -> Home Library -> Short (Policy) Name as "Patron Home Library"
Credit Card Payment -> payment_ts as "Payment Date/Time"
Credit Card Payment -> xact -> User -> Current Library Card -> Barcode Credit Card Payment -> xact -> User -> First Name Credit Card Payment -> xact -> User -> Middle Name Credit Card Payment -> xact -> User -> Last Name Credit Card Payment -> Payment -> Payment ID Credit Card Payment -> amount as "Payment Amount"
Credit Card Payment -> cc_processor as "Credit Card Processor"


Base Filters:

Credit Card Payment -> payment_ts (Date) (Between) Credit Card Payment -> cc_processor (Is not NULL) Credit Card Payment -> cash_drawer (Is NULL) Credit Card Payment -> xact -> User -> Home Library -> Organizational Unit ID (In list)




Terran McCanna
PINES Program Manager
Georgia Public Library Service
1800 Century Place, Suite 150
Atlanta, GA 30345
404-235-7138
tmccanna at georgialibraries.org
----- Original Message -----
From: "Elizabeth Davis" <edavis at albright.org>
To: open-ils-general at list.georgialibraries.org
Sent: Wednesday, January 6, 2016 4:28:41 PM
Subject: [OPEN-ILS-GENERAL] Reports Question

Hello,

I had a question regarding building a report template for our TPAC fine payments for our business manager.  She would like a report that shows what amounts are paid via the TPAC for lost or overdue items by owning library.   We use Paypal PayFlow, but that only gives her the grand total.  Does anyone have a template that they would be willing to share or suggestions on which reporting source I should use?

Thank you very much,


Elizabeth Davis
Digital Services Librarian
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
edavis at albright.org