[OPEN-ILS-GENERAL] patrons with bills

[Dawn Fritz]

Hi,

Our library started using Evergreen this past October and I'm having
problems with a similar report. I need a report which shows which patrons
have reached the $25 mark the previous day. I can get a list of patrons who
had a bill added the previous day, but I can't seem to limit the list to
patrons who reached $25.00 at that time. The lists I do get have wrong owed
amounts shown (most owe well under $25.00), and there can be 9 or more
pages of patron lists to check. It seems like there should be a way to find
patrons with a specific Total Owed amount in a specific time frame.

Thank you for adding this question to the list serv!

Sincerely,

Dawn Fritz - Circulation Manager Bethlehem Area Public Library

On Fri, Dec 29, 2017 at 5:53 PM, Diane Disbro <ddisbro at scenicregional.org>
wrote:

> Good afternoon –
>
>
>
> We are trying to find patrons who owe us more than $100. I ran the report *Patrons
> with outstanding balances by branch and item due date range*. There are
> 22,000 lines on the report, one for each billed item. Some of the items are
> not overdue/lost. Some of the patrons in the report do not owe us money. I
> have looked through most of the patrons with last names beginning with A,
> B, and C and found $15,000 owed to us. But it is a painfully slow process,
> looking for patrons with multiple billing lines and checking their records
> for totals. Then copying their information to a spreadsheet.
>
>
>
> Has anyone else found this information by a quicker method?
>
>
>
> Thank you.
>
>
>
> *Diane Disbro*
>
> Circulation Coordinator/Branch Manager
>
> Union Branch
>
> Scenic Regional Library
>
> 308 Hawthorne Drive
> <https://maps.google.com/?q=308+Hawthorne+Drive+Union,+MO%C2%A0%C2%A0%C2%A0%C2%A0+63084&entry=gmail&source=g>
>
> Union, MO
> <https://maps.google.com/?q=308+Hawthorne+Drive+Union,+MO%C2%A0%C2%A0%C2%A0%C2%A0+63084&entry=gmail&source=g>
> 63084
> <https://maps.google.com/?q=308+Hawthorne+Drive+Union,+MO%C2%A0%C2%A0%C2%A0%C2%A0+63084&entry=gmail&source=g>
>
> (636) 583-3224
>
> *www.scenicregional.org <http://www.scenicregional.org>*
>
>
>
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