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

2018-11-12 Thread Blake Henderson 

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 
"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 > 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 



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","rel

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

2018-11-12 Thread Diane Disbro 
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
"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  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
>
>
>
>
>

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

2018-11-09 Thread Forrest, Stuart 
Beth,

They sound pretty good, can you share them with the list?

Thanks
Stuart

***
Stuart Forrest
Library IT Analyst
Beaufort County Library
311 Scott Street
Beaufort
SC 29902
843 255 6450
For Leisure, For Learning, For Life.

From: Open-ils-general  On 
Behalf Of Willis, Beth
Sent: Friday, November 9, 2018 4:40 PM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Current Outstanding Fines/Lost

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 
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>




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

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

2018-11-09 Thread 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