====== Billing Reports ======

===== Overdue Bill Payments =====

//Submitted by PINES Staff//

Source: Billable Transaction

  * Billable Transaction -> (None nullable) Circulation Billing link -> (None nullable) Circulating Item -> (None nullable) Shelving Location -> (None nullable) Owning Org Unit -> Organizational Unit ID (In list)
  * Billable Transaction -> (None nullable) Circulation Billing link -> (None nullable) Circulating Item -> (None nullable) Shelving Location -> Name
  * Billable Transaction -> (None nullable) Payment Summary -> Last Billing Type (Equals) ("Overdue materials")
  * Billable Transaction -> (None nullable) Payment Summary -> Total Paid (Greater than) (0.00)
  * Billable Transaction -> (None nullable) Payment Summary -> Last Payment Timestamp (Date) (Between)

Click the image to enlarge

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===== Open Transactions by TCN =====

//Created during Reports Interest Group meeting (7.31.24)//

Source: Billable Transaction. Nullability enabled.

Display Fields:
  * Billable Transaction -> Circulation Billing link (None nullable) -> Checkout / Renewal Library (None nullable) -> Short (Policy) Name as "Checkout Library"
  * Billable Transaction -> Circulation Billing link (None nullable) -> Circulating Item (None nullable) -> Call Number/Volume (None nullable) -> Bib Record (None nullable) -> Simple Record Extracts (None nullable) -> TCN Value
  * Billable Transaction -> Circulation Billing link (None nullable) -> Circulating Item (None nullable) -> Barcode as "Item Barcode"
  * Billable Transaction -> Circulation Billing link (None nullable) -> Circulating Item (None nullable) -> Call Number/Volume (None nullable) -> Bib Record (None nullable) -> Simple Record Extracts (None nullable) -> Title proper (normalized) as "Title"
  * Billable Transaction -> Payment Summary (None nullable) -> Transaction ID
  * Billable Transaction -> Payment Summary (None nullable) -> Transaction Start Time (Date)
  * Billable Transaction -> User (None nullable) -> Current Library Card (None nullable) -> Barcode as "Patron Barcode"
  * Billable Transaction -> Payment Summary (None nullable) -> Balance Owed

Filters:
  * Billable Transaction -> Circulation Billing link (None nullable) -> Checkout / Renewal Library (None nullable) -> Organizational Unit ID (In list)
  * Billable Transaction -> Circulation Billing link (None nullable) -> Circulating Item (None nullable) -> Call Number/Volume (None nullable) -> Bib Record (None nullable) -> Simple Record Extracts (None nullable) -> TCN Value (In list)
  * Billable Transaction -> Payment Summary (None nullable) -> Transaction Start Time (Date)(Between)
  * Billable Transaction -> Payment Summary (None nullable) -> Transaction Finish Time (Is NULL)
  * Billable Transaction -> Payment Summary (None nullable) -> Balance Owed (Sum)(Greater than) 0.00

{{:evergreen-reports:templates:open_by_tcn_display.png?800|}}
{{:evergreen-reports:templates:open_by_tcn_filters.png?800|}}