All,

Attached is the report template that Diane is referencing. The insert may not work for you if you do not have a folder ID 1 or actor.usr ID 1.

-Blake-
Conducting Magic
MOBIUS

On 11/12/2018 9:45 AM, Diane Disbro wrote:
We use this one.

List Patrons with Outstanding Balances Displays patron information with total of balance owed. Filtered by patrons home library.

Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO     63084
(636) 583-3224
ddis...@scenicregional.org <mailto:ddis...@scenicregional.org>
"If you only read the books that everyone else is reading, you can only think what everyone else is thinking."  -- Haruki Murkami


On Fri, Nov 9, 2018 at 9:51 AM Elizabeth Davis <eda...@albright.org <mailto:eda...@albright.org>> wrote:

    Hello Everyone,

    Does anyone have a report template that looks at current
    outstanding fines and lost item costs?  I think I have it, but I
    wanted to double check with another report.   We want to look at
    fines and lost items that have not been paid for yet.

    Thanks,

    Elizabeth Davis

    Head of Digital Services

    Scranton Public Library

    500 Vine Street

    Scranton, PA 18509

    570-348-3000 ext. 3050

    eda...@albright.org <mailto:eda...@albright.org>


BEGIN;

INSERT INTO reporter.template (name,description,data,owner,folder)
values(
$$List Patrons with Outstanding Balances$$,
$$Displays patron information with total of balance owed. Filtered by patrons 
home library.$$,
$datacolumn${"version":4,"doc_url":"","core_class":"mobts","select":[{"alias":"Last
 
Name","field_doc":"","column":{"colname":"family_name","transform":"Bare","transform_label":"Raw
 
Data"},"path":"mobts-usr-au-family_name","relation":"372aecb08d8fd4cd60d9cc1bb8934edf"},{"alias":"First
 
Name","field_doc":"","column":{"colname":"first_given_name","transform":"Bare","transform_label":"Raw
 
Data"},"path":"mobts-usr-au-first_given_name","relation":"372aecb08d8fd4cd60d9cc1bb8934edf"},{"alias":"Patron
 
Barcode","field_doc":"","column":{"colname":"barcode","transform":"Bare","transform_label":"Raw
 
Data"},"path":"mobts-usr-au-cards-ac-barcode","relation":"224c8e96d8b0fdf42856adb3b1f78d3d"},{"alias":"Street
 
(1)","field_doc":"","column":{"colname":"street1","transform":"Bare","transform_label":"Raw
 
Data"},"path":"mobts-usr-au-mailing_address-aua-street1","relation":"8337f51e7b9fbecdcf1bedeabbcb32a4"},{"alias":"Street
 
(2)","field_doc":"","column":{"colname":"street2","transform":"Bare","transform_label":"Raw
 
Data"},"path":"mobts-usr-au-mailing_address-aua-street2","relation":"8337f51e7b9fbecdcf1bedeabbcb32a4"},{"alias":"City","field_doc":"","column":{"colname":"city","transform":"Bare","transform_label":"Raw
 
Data"},"path":"mobts-usr-au-mailing_address-aua-city","relation":"8337f51e7b9fbecdcf1bedeabbcb32a4"},{"alias":"State","field_doc":"","column":{"colname":"state","transform":"Bare","transform_label":"Raw
 
Data"},"path":"mobts-usr-au-mailing_address-aua-state","relation":"8337f51e7b9fbecdcf1bedeabbcb32a4"},{"alias":"Postal
 
Code","field_doc":"","column":{"colname":"post_code","transform":"Bare","transform_label":"Raw
 
Data"},"path":"mobts-usr-au-mailing_address-aua-post_code","relation":"8337f51e7b9fbecdcf1bedeabbcb32a4"},{"alias":"Balance
 
Owed","field_doc":"","column":{"colname":"balance_owed","transform":"sum","transform_label":"Sum"},"path":"mobts-balance_owed","relation":"ae3578afd60590f04b45a941451bbcde"}],"from":{"path":"mobts-usr","table":"money.open_billable_xact_summary","label":"Open
 Billable Transaction 
Summary","alias":"ae3578afd60590f04b45a941451bbcde","idlclass":"mobts","template_path":"mobts","join":{"usr-ae3578afd60590f04b45a941451bbcde":{"key":"id","type":"left","path":"mobts-usr-au-mailing_address","table":"actor.usr","alias":"372aecb08d8fd4cd60d9cc1bb8934edf","join":{"id-ac-usr-5a23fa0dc9911ea27fea6578b04b274a":{"type":"left","key":"usr","path":"mobts-usr-au-cards-ac","table":"actor.card","label":"Open
 Billable Transaction Summary -> ILS User :: All Library 
Cards","alias":"224c8e96d8b0fdf42856adb3b1f78d3d","idlclass":"ac","template_path":"mobts-usr.au-cards"},"mailing_address-372aecb08d8fd4cd60d9cc1bb8934edf":{"type":"left","key":"id","path":"mobts-usr-au-mailing_address-aua","table":"actor.usr_address","label":"Open
 Billable Transaction Summary -> ILS User :: Mailing 
Address","alias":"8337f51e7b9fbecdcf1bedeabbcb32a4","idlclass":"aua","template_path":"mobts-usr.au-mailing_address"}},"label":"Open
 Billable Transaction Summary :: 
usr","idlclass":"au","template_path":"mobts-usr"}}},"where":[{"alias":"Home 
Library","field_doc":"","column":{"colname":"home_ou","transform":"Bare","transform_label":"Raw
 
Data"},"path":"mobts-usr-au-home_ou","relation":"372aecb08d8fd4cd60d9cc1bb8934edf","condition":{"in":"::P0"}}],"having":[{"alias":"balance_owed","field_doc":"","column":{"colname":"balance_owed","transform":"sum","transform_label":"Sum"},"path":"mobts-balance_owed","relation":"ae3578afd60590f04b45a941451bbcde","condition":{">":"0"}}],"order_by":[],"rel_cache":{"ae3578afd60590f04b45a941451bbcde":{"label":"Open
 Billable Transaction 
Summary","alias":"ae3578afd60590f04b45a941451bbcde","path":"mobts","join":"","reltype":"","idlclass":"mobts","table":"money.open_billable_xact_summary","fields":{"dis_tab":{"balance_owed":{"colname":"balance_owed","transform":"sum","aggregate":true,"params":null,"transform_label":"Sum","alias":"Balance
 
Owed","join":"","datatype":"money","op":"=","op_label":"Equals","op_value":{},"field_doc":""}},"filter_tab":{},"aggfilter_tab":{"balance_owed":{"colname":"balance_owed","transform":"sum","aggregate":"true","params":"undefined","transform_label":"Sum","alias":"balance_owed","field_doc":"","join":"","datatype":"money","op":">","op_label":"Greater
 
than","op_value":{"value":"0","label":"\"0\""}}}}},"order_by":[{"relation":"372aecb08d8fd4cd60d9cc1bb8934edf","field":"family_name"},{"relation":"372aecb08d8fd4cd60d9cc1bb8934edf","field":"first_given_name"},{"relation":"224c8e96d8b0fdf42856adb3b1f78d3d","field":"barcode"},{"relation":"8337f51e7b9fbecdcf1bedeabbcb32a4","field":"street1"},{"relation":"8337f51e7b9fbecdcf1bedeabbcb32a4","field":"street2"},{"relation":"8337f51e7b9fbecdcf1bedeabbcb32a4","field":"city"},{"relation":"8337f51e7b9fbecdcf1bedeabbcb32a4","field":"state"},{"relation":"8337f51e7b9fbecdcf1bedeabbcb32a4","field":"post_code"},{"relation":"ae3578afd60590f04b45a941451bbcde","field":"balance_owed"}],"224c8e96d8b0fdf42856adb3b1f78d3d":{"label":"Open
 Billable Transaction Summary -> ILS User :: All Library 
Cards","alias":"224c8e96d8b0fdf42856adb3b1f78d3d","path":"mobts-usr.au-cards","join":"","reltype":"has_many","idlclass":"ac","table":"actor.card","fields":{"dis_tab":{"barcode":{"colname":"barcode","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw
 Data","alias":"Patron 
Barcode","join":"","datatype":"text","op":"=","op_label":"Equals","op_value":{},"field_doc":""}},"filter_tab":{},"aggfilter_tab":{}}},"372aecb08d8fd4cd60d9cc1bb8934edf":{"label":"Open
 Billable Transaction Summary :: 
usr","alias":"372aecb08d8fd4cd60d9cc1bb8934edf","path":"mobts-usr","join":"","reltype":"has_a","idlclass":"au","table":"actor.usr","fields":{"dis_tab":{"first_given_name":{"colname":"first_given_name","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw
 Data","alias":"First 
Name","join":"","datatype":"text","op":"=","op_label":"Equals","op_value":{},"field_doc":""},"family_name":{"colname":"family_name","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw
 Data","alias":"Last 
Name","join":"","datatype":"text","op":"=","op_label":"Equals","op_value":{},"field_doc":""}},"filter_tab":{"home_ou":{"colname":"home_ou","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw
 Data","alias":"Home 
Library","join":"","datatype":"org_unit","op":"in","op_label":"In 
list","op_value":{},"field_doc":""}},"aggfilter_tab":{}}},"8337f51e7b9fbecdcf1bedeabbcb32a4":{"label":"Open
 Billable Transaction Summary -> ILS User :: Mailing 
Address","alias":"8337f51e7b9fbecdcf1bedeabbcb32a4","path":"mobts-usr.au-mailing_address","join":"","reltype":"has_a","idlclass":"aua","table":"actor.usr_address","fields":{"dis_tab":{"street1":{"colname":"street1","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw
 Data","alias":"Street 
(1)","field_doc":"","join":"","datatype":"text","op":"=","op_label":"Equals","op_value":{}},"street2":{"colname":"street2","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw
 Data","alias":"Street 
(2)","field_doc":"","join":"","datatype":"text","op":"=","op_label":"Equals","op_value":{}},"city":{"colname":"city","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw
 
Data","alias":"City","field_doc":"","join":"","datatype":"text","op":"=","op_label":"Equals","op_value":{}},"state":{"colname":"state","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw
 
Data","alias":"State","field_doc":"","join":"","datatype":"text","op":"=","op_label":"Equals","op_value":{}},"post_code":{"colname":"post_code","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw
 Data","alias":"Postal 
Code","field_doc":"","join":"","datatype":"text","op":"=","op_label":"Equals","op_value":{}}},"filter_tab":{},"aggfilter_tab":{}}}}}$datacolumn$
,1,1
);

COMMIG;

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