[OPEN-ILS-GENERAL] patrons with bills

[J Sara Paulk]

I successfully run such a report monthly.  Will provide details when next in office on Tuesday unless someone provides info before then

Jspaulk

> On Dec 30, 2017, at 2:16 PM, Dawn Fritz <dfritz at bapl.org> wrote:
> 
> 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
>> 
>> Union, MO     63084
>> 
>> (636) 583-3224
>> 
>> www.scenicregional.org
>> 
> 
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