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 <dfr...@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 <ddis...@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 >> >
