Hi Mike Thank you. This is explanation is helpful and clarifies why outputs are not what I’m expecting them to be. I’m looking to report on specific staff member actions at specific workstations so I will have to some more testing.
Elizabeth From: Open-ils-general [mailto:[email protected]] On Behalf Of Mike Rylander Sent: Tuesday, August 28, 2018 4:23 PM To: Evergreen Discussion Group <[email protected]> Subject: Re: [OPEN-ILS-GENERAL] Bills Paid by Staff Login Hi Elizabeth, The cash reports are focused on the workstation, not the staff member, and they include only cash, check and credit card payments made at a workstation. The Brick-and-mortar source includes account adjustments, as well as forgive, credit (not credit card, but patron credit), work, and goods payments. You may want to consider using the Payment: Desk source, which includes only the same payment types as the cash reports. HTH, -- Mike Rylander | Executive Director | Equinox Open Library Initiative | phone: 1-877-OPEN-ILS (673-6457) | email: [email protected]<mailto:[email protected]> | web: http://equinoxinitiative.org On Tue, Aug 28, 2018 at 4:03 PM Elizabeth Davis <[email protected]<mailto:[email protected]>> wrote: Hi Scott and Mike I have been testing the Payments: Brick-and-mortar source and comparing it to the Cash Reports and the cash totals do not seem to be matching. Is anyone familiar with this? Elizabeth Davis Head of Digital Services Scranton Public Library 500 Vine Street Scranton, PA 18509 570-348-3000 ext. 3050 [email protected]<mailto:[email protected]> From: Open-ils-general [mailto:[email protected]<mailto:[email protected]>] On Behalf Of Mike Rylander Sent: Tuesday, August 28, 2018 9:59 AM To: Evergreen Discussion Group <[email protected]<mailto:[email protected]>> Subject: Re: [OPEN-ILS-GENERAL] Bills Paid by Staff Login Hi Scott, In addition to what Bill mentions, the Accepting Staff Member field of the "Payments: Brick-and-mortar" links to the staff user that was logged in at the workstation where the payment was accepted. That can be used to report exactly on how much money a staff member took in. HTH, -- Mike Rylander | Executive Director | Equinox Open Library Initiative | phone: 1-877-OPEN-ILS (673-6457) | email: [email protected]<mailto:[email protected]> | web: http://equinoxinitiative.org On Tue, Aug 28, 2018 at 8:14 AM Joan Kranich <[email protected]<mailto:[email protected]>> wrote: Hi Scott, CW MARS has a few Payment report sources we use and one of our reports is by login. Joan On Tue, Aug 28, 2018 at 7:52 AM, Bill Ott <[email protected]<mailto:[email protected]>> wrote: Check out: Administration > Local Administration > Cash Reports That will give you daily summaries (or whatever days you select). If you're looking for more detail, then a custom report may be in order. On 8/27/18 3:14 PM, [email protected]<mailto:[email protected]> wrote: We just migrated a library that is very strict about reporting out revenue collected by individual staff members at the Circulation Desk. Their previous ILS was able to output bill payments by staff login, but there is apparently no reporting source for this in Evergreen. First of all, is there a reporting source for this in Evergreen that we just haven’t found? If not, has anyone found a workaround for this? Thank you, Scott Scott Thomas Executive Director PaILS / SPARK (717) 873-9461 [email protected]<mailto:[email protected]> Stay informed! Join the SPARK-User Email List: https://mail.palibrary.org/mailman/listinfo/spark-users <http://www.palibrary.org/pails/> <http://www.palibrary.org/pails/> <http://www.palibrary.org/pails/> <http://www.palibrary.org/pails/> -- <http://www.palibrary.org/pails/> <http://www.palibrary.org/pails/> [https://lh5.googleusercontent.com/C1fNrKOLEXFs-jfAIXQIMqbKqVBCJrBceOenfgotAcJE6XtZ2ZeeTYFkyfir63-HfzjX6q5zhBQWiO5RZk2tYnWzJ1_rjAADAH4nCmiuhNJuoG8HZLq7MBW-pAU4R9ScKcCybdVO]<http://www.palibrary.org/pails/> Joan Kranich | Member Services Supervisor<http://www.palibrary.org/pails/> CW MARS<http://www.palibrary.org/pails/> [email protected]<http://www.palibrary.org/pails/> 508-755-3323 x321 or x1<http://www.palibrary.org/pails/> http://www.cwmars.org<http://www.palibrary.org/pails/> <http://www.palibrary.org/pails/>
