Re: [OPEN-ILS-GENERAL] Current Outstanding Fines/Lost

[Willis, Beth]

Hi Elizabeth,

We have two separate report templates, one for overdue fines and one for
fees owed for lost or long overdue items.

They are very simple reports that include the circulation date (year), the
total balance owed and the number of patrons associated with the billed
items.

The filters include: circulation date (range), billing location and last
billing type.

If this sounds relevant and you need more information, please let me know.

Beth

On Fri, Nov 9, 2018 at 10:51 AM Elizabeth Davis  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
>
>
>
>
>


-- 
Beth Willis
Digital & Catalog Librarian
NOBLE, Inc.
42 Cherry Hill Drive
Danvers, MA 01923

Re: [OPEN-ILS-GENERAL] Weird error message

[Willis, Beth]

Here is a related bug: https://bugs.launchpad.net/evergreen/+bug/1235458

On Tue, May 1, 2018 at 7:22 PM, Blake Henderson 
wrote:

> Jennifer,
>
> I've seen that. I believe autogen fixes it (maybe).
>
> On Tue, May 1, 2018, 4:02 PM Walz, Jennifer  wrote:
>
>> What does this message mean in the Holdings Maintenance??
>>
>>
>>
>>   TypeError: acn_tree_list is null
>>
>>
>>
>>
>>
>> Thanks!
>>
>>
>>
>> Jennifer
>>
>> --
>> Jennifer Walz, MLS - Head of Research & Distance Services
>> Kinlaw Library -  *Asbury University*
>> One Macklem Drive, Wilmore, KY 40390
>> 859-858-3511 ext. 2269
>> jlw...@asbury.edu
>>
>>
>>
>


-- 
Beth Willis
Digital & Catalog Librarian
NOBLE, Inc.
26 Cherry Hill Drive
Danvers, MA 01923

Re: [OPEN-ILS-GENERAL] Holds

[Willis, Beth]

Hi Millissa,

Here is a screenshot showing the filters that I used:

[image: Inline image 1]

I hope this helps.

Beth

On Tue, Oct 17, 2017 at 4:05 PM, Millissa Macomber <
millis...@burlingtonwa.gov> wrote:

> Could I get more details? I have my display fields but I am having trouble
> finding the correct Base Filters so that I don’t get expired, cancelled and
> fulfilled holds.
>
>
>
> *Millissa Macomber*
>
> *Technical Services Coordinator*
>
> Burlington Public Library
>
> millis...@burlingtonwa.gov
>
> 360-755-0760 <(360)%20755-0760>
>
>
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org] *On Behalf Of *Willis, Beth
> *Sent:* Monday, October 16, 2017 5:39 AM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Holds
>
>
>
> Hi Katie,
>
>
>
> Sorry for the delay in responding to your e-mail.  The source I used for
> this template is Hold Request Record.
>
>
>
> I hope this helps.
>
>
>
> Beth
>
>
>
> On Fri, Oct 13, 2017 at 10:08 AM, Katie Greenleaf Martin <
> b...@blaircountylibraries.org> wrote:
>
> Hi Beth---Can you tell me what source that report uses? I've been having
> some difficulty with holds reports and that might help :)
> thanks!
>
> Katie
>
>
>
> On Fri, Oct 13, 2017 at 8:51 AM, Willis, Beth <wil...@noblenet.org> wrote:
>
> Hi Millissa,
>
>
>
> Sorry, I inadvertently sent the previous message.
>
>
>
> I intended to say that our report includes the following data:
>
>
>
>
>
>
>
>
>
>
> *Hold Type Request Date Database ID Title Author Last Name First Name
> Pick-up Library*
>
>
>
> If you think this report would be useful, I can provide more details.
>
>
>
> Best regards,
>
> Beth
>
>
>
>
>
>
>
> On Fri, Oct 13, 2017 at 8:48 AM, Willis, Beth <wil...@noblenet.org> wrote:
>
> We have a report called Hold Requests by Hold Type and Pick-up Library.
>
>
>
> This report filters on pick-up library and hold type.
>
>
>
> Suspended, cancelled and fulfilled holds are excluded.
>
>
>
> The report displays the following data:
>
>
>
>
>
> On Thu, Oct 12, 2017 at 3:11 PM, Millissa Macomber <
> millis...@burlingtonwa.gov> wrote:
>
> So when a patron has too many overdue books, and a title they have hold
> becomes available, they are blocked from checking out. So when the items
> are renewed, does their hold reset?
>
>
>
> Also, is there a report to see what active holds we have currently?
>
>
>
> *Millissa Macomber*
>
> *Technical Services Coordinator*
>
> Burlington Public Library
>
> millis...@burlingtonwa.gov
>
> 360-755-0760 <(360)%20755-0760>
>
>
>
>
>
>
>
>
>
> --
>
> Beth Willis
> Digital & Catalog Librarian
> NOBLE, Inc.
> 26 Cherry Hill Drive
> <https://maps.google.com/?q=26+Cherry+Hill+Drive+%0D+Danvers,+MA+01923+%3Chttps://maps.google.com/?q%3D26%2BCherry%2BHill%2BDrive%250D%2BDanvers,%2BMA%2B01923%26entry%3Dgmail%26source%3Dg%3E=gmail=g>
> Danvers, MA 01923
> <https://maps.google.com/?q=26+Cherry+Hill+Drive%0D+Danvers,+MA+01923=gmail=g>
>
>
>
>
>
>
> --
>
> Beth Willis
> Digital & Catalog Librarian
> NOBLE, Inc.
> 26 Cherry Hill Drive
> <https://maps.google.com/?q=26+Cherry+Hill+Drive+%0D+Danvers,+MA+01923+%3Chttps://maps.google.com/?q%3D26%2BCherry%2BHill%2BDrive%250D%2BDanvers,%2BMA%2B01923%26entry%3Dgmail%26source%3Dg%3E=gmail=g>
> Danvers, MA 01923
> <https://maps.google.com/?q=26+Cherry+Hill+Drive%0D+Danvers,+MA+01923=gmail=g>
>
>
>
>
>
>
> --
>
> Katie Greenleaf Martin, MLIS
> b...@blaircountylibraries.org
> 814.946.0417x132 <(814)%20946-0417>
> County Coordinator
> Blair County Library System
>
>
>
>
>
> --
>
> Beth Willis
> Digital & Catalog Librarian
> NOBLE, Inc.
> 26 Cherry Hill Drive
> <https://maps.google.com/?q=26+Cherry+Hill+Drive+%0D+Danvers,+MA+01923=gmail=g>
> Danvers, MA 01923
> <https://maps.google.com/?q=26+Cherry+Hill+Drive+%0D+Danvers,+MA+01923+%3Chttps://maps.google.com/?q%3D26%2BCherry%2BHill%2BDrive%250D%2BDanvers,%2BMA%2B01923%26entry%3Dgmail%26source%3Dg%3E=gmail=g>
>
>



-- 
Beth Willis
Digital & Catalog Librarian
NOBLE, Inc.
26 Cherry Hill Drive
Danvers, MA 01923

Re: [OPEN-ILS-GENERAL] Holds

[Willis, Beth]

Hi Katie,

Sorry for the delay in responding to your e-mail.  The source I used for
this template is Hold Request Record.

I hope this helps.

Beth

On Fri, Oct 13, 2017 at 10:08 AM, Katie Greenleaf Martin <
b...@blaircountylibraries.org> wrote:

> Hi Beth---Can you tell me what source that report uses? I've been having
> some difficulty with holds reports and that might help :)
> thanks!
> Katie
>
> On Fri, Oct 13, 2017 at 8:51 AM, Willis, Beth <wil...@noblenet.org> wrote:
>
>> Hi Millissa,
>>
>> Sorry, I inadvertently sent the previous message.
>>
>> I intended to say that our report includes the following data:
>>
>>
>>
>>
>>
>>
>>
>>
>> *Hold TypeRequest DateDatabase IDTitleAuthorLast NameFirst NamePick-up
>> Library*
>>
>> If you think this report would be useful, I can provide more details.
>>
>> Best regards,
>> Beth
>>
>>
>>
>> On Fri, Oct 13, 2017 at 8:48 AM, Willis, Beth <wil...@noblenet.org>
>> wrote:
>>
>>> We have a report called Hold Requests by Hold Type and Pick-up Library.
>>>
>>> This report filters on pick-up library and hold type.
>>>
>>> Suspended, cancelled and fulfilled holds are excluded.
>>>
>>> The report displays the following data:
>>>
>>>
>>> On Thu, Oct 12, 2017 at 3:11 PM, Millissa Macomber <
>>> millis...@burlingtonwa.gov> wrote:
>>>
>>>> So when a patron has too many overdue books, and a title they have hold
>>>> becomes available, they are blocked from checking out. So when the items
>>>> are renewed, does their hold reset?
>>>>
>>>>
>>>>
>>>> Also, is there a report to see what active holds we have currently?
>>>>
>>>>
>>>>
>>>> *Millissa Macomber*
>>>>
>>>> *Technical Services Coordinator*
>>>>
>>>> Burlington Public Library
>>>>
>>>> millis...@burlingtonwa.gov
>>>>
>>>> 360-755-0760 <(360)%20755-0760>
>>>>
>>>>
>>>>
>>>>
>>>>
>>>
>>>
>>>
>>> --
>>> Beth Willis
>>> Digital & Catalog Librarian
>>> NOBLE, Inc.
>>> 26 Cherry Hill Drive
>>> Danvers, MA 01923
>>> <https://maps.google.com/?q=26+Cherry+Hill+Drive%0D+Danvers,+MA+01923=gmail=g>
>>>
>>>
>>
>>
>>
>> --
>> Beth Willis
>> Digital & Catalog Librarian
>> NOBLE, Inc.
>> 26 Cherry Hill Drive
>> Danvers, MA 01923
>> <https://maps.google.com/?q=26+Cherry+Hill+Drive%0D+Danvers,+MA+01923=gmail=g>
>>
>>
>
>
>
> --
> Katie Greenleaf Martin, MLIS
> b...@blaircountylibraries.org
> 814.946.0417x132 <(814)%20946-0417>
> County Coordinator
> Blair County Library System
>



-- 
Beth Willis
Digital & Catalog Librarian
NOBLE, Inc.
26 Cherry Hill Drive
Danvers, MA 01923

Re: [OPEN-ILS-GENERAL] Holds

[Willis, Beth]

Hi Millissa,

Sorry, I inadvertently sent the previous message.

I intended to say that our report includes the following data:








*Hold TypeRequest DateDatabase IDTitleAuthorLast NameFirst NamePick-up
Library*

If you think this report would be useful, I can provide more details.

Best regards,
Beth



On Fri, Oct 13, 2017 at 8:48 AM, Willis, Beth <wil...@noblenet.org> wrote:

> We have a report called Hold Requests by Hold Type and Pick-up Library.
>
> This report filters on pick-up library and hold type.
>
> Suspended, cancelled and fulfilled holds are excluded.
>
> The report displays the following data:
>
>
> On Thu, Oct 12, 2017 at 3:11 PM, Millissa Macomber <
> millis...@burlingtonwa.gov> wrote:
>
>> So when a patron has too many overdue books, and a title they have hold
>> becomes available, they are blocked from checking out. So when the items
>> are renewed, does their hold reset?
>>
>>
>>
>> Also, is there a report to see what active holds we have currently?
>>
>>
>>
>> *Millissa Macomber*
>>
>> *Technical Services Coordinator*
>>
>> Burlington Public Library
>>
>> millis...@burlingtonwa.gov
>>
>> 360-755-0760 <(360)%20755-0760>
>>
>>
>>
>>
>>
>
>
>
> --
> Beth Willis
> Digital & Catalog Librarian
> NOBLE, Inc.
> 26 Cherry Hill Drive
> Danvers, MA 01923
>



-- 
Beth Willis
Digital & Catalog Librarian
NOBLE, Inc.
26 Cherry Hill Drive
Danvers, MA 01923

Re: [OPEN-ILS-GENERAL] Sandbox for Bug Squashing Day

[Willis, Beth]

Thanks, Kathy.

I have assigned myself to the first bug and will test others if I have
chance and one else is working on them.

Beth

On Tue, Sep 12, 2017 at 12:59 PM, Kathy Lussier 
wrote:

> Hi all,
>
> We didn't get many requests for Sandboxes this week. Since I had a spare
> Sandbox that wasn't being used, I added some bug fixes to it in case anyone
> has time to test the fixes. The available bug fixes are listed below:
>
>- Setting default record view to "MARC Edit" causes problems when
>record is retrieved by TCN https://bugs.launchpad.net/
>evergreen/+bug/1708951
>- web client: shelving location selector in volume/copy editor should
>display owning org unit https://bugs.launchpad.net/
>evergreen/+bug/1713151
>- Web Client: Adding bill without billing type fails silently
>https://bugs.launchpad.net/evergreen/+bug/1712646
>
>- Fix for Web Client Copy Editor Fix https://bugs.launchpad.net/
>evergreen/+bug/1714390
>
> If you decide to test one of these bug fixes, please assign yourself to
> the bug so that we don't duplicate efforts. More information about testing
> bugs is available at https://wiki.evergreen-ils.org/doku.php?id=dev:bug_
> squashing#testing_bugs
>
> Sandbox: https://mlnc3.noblenet.org/
> Web Client login page: https://mlnc3.noblenet.org/eg/staff/
> Admin login: admin / evergreen123
> Other logins are available at https://wiki.evergreen-ils.
> org/doku.php?id=qa:concerto_logins
>
> Happy testing!
>
> Kathy
>
> --
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative(508) 343-0128kluss...@masslnc.org
> Twitter: http://www.twitter.com/kmlussier
>
>


-- 
Beth Willis
Digital & Catalog Librarian
NOBLE, Inc.
26 Cherry Hill Drive
Danvers, MA 01923

Re: [OPEN-ILS-GENERAL] Reports - circulation count by call number

[Willis, Beth]

Hi Tricia,

We have a report template that filters on owning library, checkout date
(range) and copy location.  The last filter could easily be dropped if not
relevant for your library.

I have attached screenshots of our template configuration.

Please let me know if you have any questions.

I hope this helps.
Beth



On Wed, Mar 15, 2017 at 3:19 PM, Trisha Cantwell Keene 
wrote:

> Does anyone a report template for a report filtering by library and check
> out date and giving a circulation count by item or grouped by call number?
>
> I have tried changing circulation count by location to 'by call number'
> and thought of trying to add circulation count to an inventory report.
>
> Any help appreciated! Thank you.
>
>
> --
> Trisha Cantwell Keene
> Associate Director
> Thorndike Library
> College of the Atlantic
> 109 Eden St.
> Bar Harbor, ME  04609
>
> (207) 801-5661
> (207) 288-2328 Fax
> tcantw...@coa.edu
>
> "Google can bring you back a hundred thousand answers. A librarian can
> bring you back the right one."  The Guardian (London)
>



-- 
Beth Willis
Digital & Catalog Librarian
NOBLE, Inc.
26 Cherry Hill Drive
Danvers, MA 01923

Re: [OPEN-ILS-GENERAL] Error message on a workstation - what does it mean?

[Willis, Beth]

Hi Jennifer,

I have a thought that *may* be of some help.

When you create a serial subscription, you also need to create a
'distribution.'   One option that you set in a distribution is the "Summary
Method."

[image: Inline image 1]

This setting indicates how you want your holdings to display in the
catalog.  If you choose "Use record entry only" (e.g. serial record entry)
you are telling the system that you want to display the holdings from your
MFHD record.  So, I suppose you could run into problems if you choose this
option but do not have a MFHD for the title.

This is just a guess, though.  I haven't tried to test this yet.  As I
mentioned, I have never seen that error before.

Beth

On Tue, Mar 7, 2017 at 1:38 PM, Walz, Jennifer <jlw...@asbury.edu> wrote:

> Beth,
>
>
>
> Thanks for this info!   No one else replied and I was getting worried that
> we had discovered the most hidden error message ever!
>
>
>
>  I will look into the serials records and whether they have MFHD
> records.   I assume those are required?   (I am not a serials person, so I
> have no idea.)
>
>
>
>   My root question still stands – for those that might be willing to
> submit an answer -  How can these “sre maps” be built?   Did we miss a
> process somewhere?
>
>
>
> Thanks!
>
>
>
> Jennifer
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org] *On Behalf Of *Willis, Beth
> *Sent:* Tuesday, March 07, 2017 10:29 AM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Error message on a workstation - what
> does it mean?
>
>
>
> Hi Jennifer,
>
>
>
> I have never seen that specific error message, but I think that 'sre' is
> referring to serial record entry.  In Evergreen, serial record entry refers
> to the MFHD (MARC Format for Holdings Data) records.  Do your serial titles
> have MFHD records?
>
>
>
> Beth
>
>
>
> On Tue, Feb 28, 2017 at 2:49 PM, Walz, Jennifer <jlw...@asbury.edu> wrote:
>
> All –
>
>
>
> We are getting this error message.  I believe it has to do with serials.
> But what does it mean?
>
>
>
> An error message regarding “build sre maps” pops up when trying to check
> in serials.What are those and how can we build them and why are we
> seeing that message?
>
>
>
> Thanks!
>
>
>
> Jennifer
>
> --
> Jennifer Walz, MLS - Head of ILS Mysteries
> Kinlaw Library -  *Asbury University*
> One Macklem Drive, Wilmore, KY 40390
> 859-858-3511 ext. 2269 <(859)%20858-3511>
> jlw...@asbury.edu
>
>
>
>
>
>
>
> --
>
> Beth Willis
> Digital & Catalog Librarian
> NOBLE, Inc.
> 26 Cherry Hill Drive
> Danvers, MA 01923
>



-- 
Beth Willis
Digital & Catalog Librarian
NOBLE, Inc.
26 Cherry Hill Drive
Danvers, MA 01923

Re: [OPEN-ILS-GENERAL] Error message on a workstation - what does it mean?

[Willis, Beth]

Hi Jennifer,

I have never seen that specific error message, but I think that 'sre' is
referring to serial record entry.  In Evergreen, serial record entry refers
to the MFHD (MARC Format for Holdings Data) records.  Do your serial titles
have MFHD records?

Beth

On Tue, Feb 28, 2017 at 2:49 PM, Walz, Jennifer  wrote:

> All –
>
>
>
> We are getting this error message.  I believe it has to do with serials.
> But what does it mean?
>
>
>
> An error message regarding “build sre maps” pops up when trying to check
> in serials.What are those and how can we build them and why are we
> seeing that message?
>
>
>
> Thanks!
>
>
>
> Jennifer
>
> --
> Jennifer Walz, MLS - Head of ILS Mysteries
> Kinlaw Library -  *Asbury University*
> One Macklem Drive, Wilmore, KY 40390
> 859-858-3511 ext. 2269 <(859)%20858-3511>
> jlw...@asbury.edu
>
>
>



-- 
Beth Willis
Digital & Catalog Librarian
NOBLE, Inc.
26 Cherry Hill Drive
Danvers, MA 01923

Re: [OPEN-ILS-GENERAL] Reports

[Willis, Beth]

Hi,

Change the value for the "Cause ID" filter to 5 to limit to "Staff forced"
holds.

On Tue, Jul 26, 2016 at 5:35 PM, Justin Bryant <
jbry...@clarendoncountylibrary.com> wrote:

> I attached two screenshots, let me know if you need any more!
>
>
> On 2016-07-26 4:25 pm, Elizabeth Davis wrote:
>
>> Hello Justin,
>>
>> I would love to see this template you are referring to.  Would you be
>> able to share it either via screenshots or a documentation of it?
>>
>> Thanks!
>>
>> Elizabeth Davis
>> Head of Digital Services
>> Scranton Public Library
>> 500 Vine Street
>> Scranton, PA 18509
>> 570-348-3000 ext. 3050
>> eda...@albright.org
>>
>>
>>
>> -Original Message-
>> From: Open-ils-general
>> [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf
>> Of Justin Bryant
>> Sent: Tuesday, July 26, 2016 2:11 PM
>> To: Evergreen Discussion Group <
>> open-ils-general@list.georgialibraries.org>
>> Subject: Re: [OPEN-ILS-GENERAL] Reports
>>
>> This isn't a complete solution, but maybe it'll put you closer.
>>
>> If you go to SCLENDS shared folder, and Circulation, there's a report
>> template called "List of Patron Cancelled holds on Holds Shelf". This
>> report can be used to show items not on the Hold Shelf too. If you
>> clone the report and go to base filters, it has the 'Cause ID' as "6".
>> If you can determine what number equals staff cancellation, you'll
>> have your report.  I've no idea which number that'd be tho'.
>>
>> On 2016-07-26 11:15, Forrest, Stuart wrote:
>>
>>> Hi
>>>
>>> Does anyone know of a report I can use to list all of the holds
>>> cancelled by staff in a certain period?
>>>
>>> Thanks
>>>
>>> Stuart
>>>
>>> ==
>>> ==
>>>
>>>
>>> Stuart Forrest PhD
>>>
>>> Library Systems Specialist
>>>
>>> Beaufort County Library
>>>
>>> 843 255 6450
>>>
>>> sforr...@bcgov.net
>>>
>>> http://www.beaufortcountylibrary.org [1]
>>>
>>> For Leisure, For Learning, For Life
>>>
>>>
>>>
>>> Links:
>>> --
>>> [1] http://www.beaufortcountylibrary.org/
>>>
>>


-- 
Beth Willis
Digital & Catalog Librarian
NOBLE, Inc.
26 Cherry Hill Drive
Danvers, MA 01923

Re: [OPEN-ILS-GENERAL] Help with reports - need end of year stats - can't get data - blank report

[Willis, Beth]

Jennifer,

Sounds like you have figured out why your report was blank.  To see the
report SQL, when viewing your report output, just click on the "Debugging
info" link.

Beth

On Thu, Jun 30, 2016 at 10:10 AM, Walz, Jennifer  wrote:

> Chris,
>
>
>
> I was trying to do that yesterday and I don’t remember how to find that.
>   It was a long and messy day.
>
>
>
> I’ll try to find it and post that back to you.   Could be that Brent’s
> suggestion is what the problem is on one front though.   Just reverse the
> dates.  Grief!   Why is that?
>
>
>
> Thanks!
>
>
>
> Jennifer
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Chris
> Sharp
> *Sent:* Wednesday, June 29, 2016 7:29 PM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Help with reports - need end of year
> stats - can't get data - blank report
>
>
>
> Jennifer,
>
> If you can post the "Generated SQL" section of the Debugging Info in the
> report output, I can probably help.
>
> Thanks,
>
> Chris
>
>
>
> On Wed, Jun 29, 2016 at 7:10 PM, Brent Mills 
> wrote:
>
> Jennifer,
>
>
>
> And there is a ‘canned’ report from Equinox that is Count Items Added by
> Date Range.But nothing ever comes out.  I just get a blank.   I’ve
> tried all kinds of date ranges and don’t know what is wrong.
>
>
>
> Have you tried putting the older date range value in the first section of
> the between? I think that’s been an issue with a few of our date range
> reports.
>
>
>
>
>
>
>
> -Brent
>
>
>
> -
>
> Brent Mills
> Systems Librarian | Sage Library System
>
> email: br...@hoodriverlibrary.org
> tickets: https://sagesupport.eou.edu
> phone: 541.610.8384
>
>
>
> On Jun 29, 2016, at 1:47 PM, Walz, Jennifer  wrote:
>
>
>
> And there is a ‘canned’ report from Equinox that is Count Items Added by
> Date Range.But nothing ever comes out.  I just get a blank.   I’ve
> tried all kinds of date ranges and don’t know what is wrong.
>
>
>
>
>
>
> --
>
> Chris Sharp
>
> PINES System Administrator
>
> Georgia Public Library Service
>
> 1800 Century Place, Suite 150
>
> Atlanta, Georgia 30345
> (404) 235-7147
>



-- 
Beth Willis
Digital & Catalog Librarian
NOBLE, Inc.
26 Cherry Hill Drive
Danvers, MA 01923

Re: [OPEN-ILS-GENERAL] Acq report of invoices with totals

[Willis, Beth]

Here is the query for NOBLE's report of invoices with total spent
(excluding charges).

This report displays: internal invoice id, vendor invoice id, invoice date,
provider name, total amount, and count of items included.

The report filters on invoice date, receiver and provider id.

I hope this helps.
Beth

SELECT * FROM (SELECT   "466eadd40b3c10580e3ab4e8061161ce"."id" AS
"Internal Invoice ID",
"466eadd40b3c10580e3ab4e8061161ce"."inv_ident" AS "Vendor Invoice ID",
date("466eadd40b3c10580e3ab4e8061161ce"."recv_date") AS "Invoice Date",
"3989545fd856bf72407b050354fe0c9c"."name" AS "Provider Name",
SUM("fe7f56420663a8a9716e5e296407a41f"."amount") AS "Amount",
COUNT("7bb4219e362cd965b10c45e2b97bb8bd"."id") AS "Item Count"
  FROM  acq.invoice AS "466eadd40b3c10580e3ab4e8061161ce"
LEFT OUTER JOIN acq.invoice_entry AS
"6648b2507b1a9035e53597fb1e736aa8" ON
("466eadd40b3c10580e3ab4e8061161ce"."id" =
"6648b2507b1a9035e53597fb1e736aa8"."invoice")
LEFT OUTER JOIN acq.lineitem AS "c1e9f36a7998d1b31d1db871b40b4f35" ON
("6648b2507b1a9035e53597fb1e736aa8"."lineitem" =
"c1e9f36a7998d1b31d1db871b40b4f35"."id")
LEFT OUTER JOIN acq.lineitem_detail AS
"7bb4219e362cd965b10c45e2b97bb8bd" ON
("c1e9f36a7998d1b31d1db871b40b4f35"."id" =
"7bb4219e362cd965b10c45e2b97bb8bd"."lineitem")
LEFT OUTER JOIN acq.fund_debit AS "fe7f56420663a8a9716e5e296407a41f"
ON ("7bb4219e362cd965b10c45e2b97bb8bd"."fund_debit" =
"fe7f56420663a8a9716e5e296407a41f"."id")
INNER JOIN acq.provider AS "3989545fd856bf72407b050354fe0c9c" ON
("466eadd40b3c10580e3ab4e8061161ce"."provider" =
"3989545fd856bf72407b050354fe0c9c"."id")
  WHERE date("466eadd40b3c10580e3ab4e8061161ce"."recv_date") BETWEEN
$_8130$2015-10-01$_8130$ AND $_8130$2015-10-31$_8130$
AND "466eadd40b3c10580e3ab4e8061161ce"."receiver" IN ($_8130$59$_8130$)
AND "3989545fd856bf72407b050354fe0c9c"."id" IN
($_8130$803$_8130$,$_8130$804$_8130$,$_8130$805$_8130$,$_8130$806$_8130$,$_8130$807$_8130$,$_8130$808$_8130$,$_8130$1209$_8130$,$_8130$809$_8130$,$_8130$810$_8130$,$_8130$813$_8130$,$_8130$814$_8130$,$_8130$774$_8130$,$_8130$778$_8130$,$_8130$818$_8130$,$_8130$820$_8130$,$_8130$1126$_8130$,$_8130$1174$_8130$,$_8130$1175$_8130$,$_8130$821$_8130$,$_8130$777$_8130$,$_8130$832$_8130$,$_8130$776$_8130$,$_8130$822$_8130$,$_8130$1024$_8130$,$_8130$826$_8130$,$_8130$823$_8130$,$_8130$833$_8130$,$_8130$1213$_8130$,$_8130$824$_8130$,$_8130$961$_8130$,$_8130$135$_8130$,$_8130$957$_8130$,$_8130$825$_8130$,$_8130$783$_8130$,$_8130$960$_8130$,$_8130$1031$_8130$,$_8130$784$_8130$,$_8130$955$_8130$,$_8130$1407$_8130$,$_8130$782$_8130$,$_8130$828$_8130$,$_8130$829$_8130$,$_8130$1146$_8130$,$_8130$956$_8130$,$_8130$1140$_8130$,$_8130$1144$_8130$,$_8130$1389$_8130$,$_8130$827$_8130$,$_8130$1258$_8130$,$_8130$1077$_8130$,$_8130$1138$_8130$,$_8130$830$_8130$,$_8130$1023$_8130$,$_8130$1266$_8130$,$_8130$831$_8130$,$_8130$834$_8130$,$_8130$835$_8130$,$_8130$1246$_8130$,$_8130$1264$_8130$)
  GROUP BY 1, 2, 3, 4
  ORDER BY "466eadd40b3c10580e3ab4e8061161ce"."id" ASC,
"466eadd40b3c10580e3ab4e8061161ce"."inv_ident" ASC,
date("466eadd40b3c10580e3ab4e8061161ce"."recv_date") ASC,
"3989545fd856bf72407b050354fe0c9c"."name" ASC,
SUM("fe7f56420663a8a9716e5e296407a41f"."amount") ASC,
COUNT("7bb4219e362cd965b10c45e2b97bb8bd"."id") ASC
) limited_to_1048575_hits LIMIT 1048575


On Wed, Nov 18, 2015 at 12:57 PM, Sharon Douglas <dougl...@exchange.larl.org
> wrote:

> Hi Beth,
>
> I’ve not been able to show the TOTAL AMOUNT SPENT PER INVOICE and would
> like to see your query for doing that.
>
> Can you share it?
>
>
>
> Sharon Douglas  -  Automation Coordinator - Lake Agassiz Regional Library
>
> 118 5th St S  - Moorhead MN 56561  -  218-233-3757 ext 138  -
> www.larl.org
>
> The mission of LARL is to enrich lives and strengthen communities
>
> LARL values intellectual freedom, equal access to information, respect,
>
> tolerance, fun and welcoming atmosphere, excellent customer service,
>
> and a current community driven collection.
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Willis,
> Beth
> *Sent:* November 18, 2015 11:16 AM
> *To:* Evergreen Discussion Group
> *Subject:* R

Re: [OPEN-ILS-GENERAL] Acq report of invoices with totals

[Willis, Beth]

Hi Janet,

We have a report that shows the total amount spent per invoice, along with
the total number of items purchased.  But, this report does not include
additional charges.  We have to run a separate report for those.  I was not
able to create one report that would include both.  If someone else has, I
would love to see the query.

If you would like more information about our report templates, just let me
know.

Thanks.
beth

On Mon, Nov 2, 2015 at 5:27 PM, Janet Brown  wrote:

>
>
> We have been trying to come up with a report of invoices which shows the
> total amount spent on each invoice along with any added charges, i.e.
> taxes, shipping or processing fees that have been added to the invoice. We
> have created some reports but they return lists of all the individual items
> on the invoices rather than the total spent for each invoice. And they
> don’t include the added charges.
>
>
>
> Part of our issue may be that we can only use the reporting tool in
> Evergreen which might not be capable of doing what I would like since I
> can’t seem to create a report that gives the results we want.
>
>
>
> We would definitely appreciate help if anyone has created a report such as
> this that works.
>
>
>
> Thank you!
>
>
>
> Janet Brown
>
> SysAdmin/Circ Supervisor
>
>
>
> Burlington Public Library
>
> 820 E Washington Ave
>
> Burlington WA  98233
>
> 360-755-0760
>
> jan...@burlingtonwa.gov
>
>
>



-- 
Beth Willis
Digital & Catalog Librarian
NOBLE, Inc.
26 Cherry Hill Drive
Danvers, MA 01923