I'm hoping some of you report experts out there can help me with this request...
One of our library systems needs a detailed cash report to send to their accountant, which contains all the transactions and what they were for by workstation or library (there are 3 branches). They noticed, in the report template we created, that the amount didn't match the summary report they got from Admin--Local Admin--Cash Reports. We discovered that it was because one of the base filters was Home Library--but it was the patron's home library, so was including the amount when they paid it at one of the other branches. What the library really needs is a filter and displayed field on either Workstation or Org Unit, so they can arrange on those, but I can't, for the life of me, figure out how to do that. Currently, the report uses Source as Payments: All. It displays Payment Date/Time, Name, Cash Amount, Check Amount, Credit Card Amount, Forgive Amount, and Barcode (patron). Base filters currently are Payment Date/Time and Home Library I tried using Billable Transactions-->User::workstation ID or workstation org unit and tried using Accepting Staff Member::workstation ID or workstation org unit, but those didn't work, either. There was no data entry field or list on the template when I tried those (probably because they're "link"?). Any help or advice would be much appreciated! Thanks, Debbie Debbie Luchenbill Missouri Evergreen Coordinator MOBIUS 111 E. Broadway, Ste. 220 Columbia, MO 65203 [email protected] 573-234-4914/877-366-2487 http://libraries.missourievergreen.org http://mobiusconsortium.org
