CIRCULATION REPORTS
Chapter 4. FINES/FEES REPORTS
Expanded Fines/Fees Cash Report by Branch
Purpose: Provides a detailed breakdown of fine/fee payments (by payment type) received by your library, by library branch, for a specified time period. The report provides detailed listings for each branch included in the report, followed by a summary of payments received by all branches followed by detailed listings for each branch included in the report. The report can selectively include fines/fees transactions processed by all staff members or by a single, selected staff member only.
Default Filename:
EXPANDED_FINES_FEES_CASH_REPORT_BY_BRANCH_REPORT_(date)_(ID number).XLSX
Expanded Fines/Fees Cash Report by Branch Screen
Report Parameters:
-
Branch (drop-down menu) - determines the branch that will be included in
the report; select the desired location.
- Select All Branches to generate the report for payments received by all branches.
- Select a single branch to generate the report for the selected branch only.
- Staff (drop-down menu) - determines the staff member responsible
for processing the fine/fee transaction that will be included in the report;
select the desired staff member.
- Select All Staff to generate the report for all staff members.
- Select a single staff member to generate the report for the selected staff member only.
NOTE: The Staff menu includes all staff members granted Circulation permissions for your library (see the User Administration User Guide for more information).
- Enter Start Create Date for Listing (text box) -determines the starting
date of the period for which the report will be generated; enter the desired
date using the format MM/DD/YYYY, i.e., "02/06/2015".
NOTE: Be sure to include the slashes "/" when entering the Start Create Date. Do not include alphabetic characters when entering the Start Create Date.
- You may also click the Date Entry Calendar
icon
next to the date entry text box to select a Start Create Date for
Listing using the Date Entry Calendar (see the
System
Basics User Guide for details).
- You may also click the Date Entry Calendar
icon
- Enter Stop Create Date for Listing (text box) – determines the ending date
of the period for which the report will be generated; enter the desired date
using the format MM/DD/YYYY, i.e., "02/06/2015".
NOTE: Be sure to include the slashes "/" when entering the Stop Create Date. Do not include alphabetic characters when entering the Stop Create Date.
- You may also click the Date Entry Calendar
icon
next to the date entry text box to select a Stop Create Date for
Listing using the Date Entry Calendar (see the
System
Basics User Guide for details).
- You may also click the Date Entry Calendar
icon
To view the Expanded Fines/Fees Cash Report by Branch:
See Viewing and Downloading Reports to download and/or open the report for viewing.
The name of the report, the run date, and a summary of report parameters are shown at the top of the report. The summary of payments received by all branches section provides the following information for each branch included in the report:
Expanded Fines Fees Cash Report By Branch
- The name of the branch for which statistics are provided
- The method of payment (Payment Type) for the transaction (a separate line is shown for each Payment Type)
- The number of times the associated Payment Type transaction occurred (QTY) during the report period
- The amount collected (in dollars and cents) for Lost Book Fee, Overdue Fine, Replacement Cost, and any other locally defined standard fees.
- The total amount collected for all fines and fees for each Payment Type listed (Summary).
- Totals are provided for each branch included in the report
The individual library branch sections provide the following information for each payment received by the branch during the report period:
Expanded Fines Fees Cash Report By Branch - Individual Library Branch
- The Patron Name and Patron Barcode of the patron that made the payment
- The type of fine or fee (Charge Type) for which the payment was made
- The date and time at which the payment was made (Date Paid)
- Any Description for the payment entered when the payment was made
- The Amount Paid for the associated Charge Type
- The method of payment (Payment Type); Cash, Credit, Check or Other
- Any Payment Note for the payment entered when the payment was made
- The name of the staff member that processed the payment (Staff Name)
- Totals are provided for each branch included in the report