CIRCULATION REPORTS
Chapter 2. PATRON REPORTS
Fines/Fees Notices
Purpose: Produces Fines/Fees Notices for a selected Home Location based on the total combined amount of fines and fees owed. Notice setup is performed through the Circulation Administration module (see the Circulation Administration User Guide for details).
Default Filename:
FINES_FEES_NOTICES_(date)_(ID number).HTML
Fines/Fees Notices Screen
Report Parameters:
- Enter Minimum Fine Amount (text box) determines the minimum amount owed
for which fines/fees notices will be produced.
NOTE: DO NOT include the dollar sign "$" when entering the minimum fine amount. DO NOT include commas "," in the minimum fine amount.
- You may enter the minimum fine amount in whole dollars (i.e., "1") or in dollars and cents (i.e., "1.00").
- Enter Maximum Fine Amount (text box) determines the maximum amount owed
for which fines/fees notices will be produced.
NOTE: DO NOT include the dollar sign "$" when entering the maximum fine amount. DO NOT include commas "," in the maximum fine amount.
- You may enter the maximum fine amount in whole dollars (i.e., "10") or in dollars and cents (i.e., "10.00").
- From Date (Oldest) (text box) determines whether or not patrons with
outstanding fines/fees will be included in the report based on the date of their
most recently sent fines/fees notice; patrons who were sent a fines/fees notice
prior to the specified From Date (Oldest) will not be included in the report.
Enter the desired date using the format MM/DD/YYYY, i.e., 03/10/2005.
- You may also click the Date Entry Calendar
icon
next to the From Date (Oldest) text box to select a date using the Date
Entry Calendar (see the
System Basics User Guide
for details).
- You may also click the Date Entry Calendar
icon
- To Date (Newest) (text box) determines whether or not patrons with
outstanding fines/fees will be included in the report based on the date of their
most recently sent fines/fees notice; patrons who were sent a fines/fees notice
subsequent to the specified To Date (Newest) will not be included in the report.
Enter the desired date using the format MM/DD/YYYY, i.e., 03/10/2005.
- You may also click the Date Entry Calendar
icon
next to the To Date (Newest) text box to select a date using the
Date Entry Calendar (see the
System Basics User
Guide for details).
- You may also click the Date Entry Calendar
icon
- Suppress Notices with no address (drop-down menu) determines whether or not patrons for whom no address has been specified in the Patron Record will be included in the report. Select Yes (patrons with no address will not be included in the report) or No (patrons with no address will be included in the report), as desired.
- Patron Category (drop-down menu) determines which patrons will be
included in the report based on the patron category to which they are assigned;
select All to list all library patrons, or select a category to list
only those
patrons who are assigned to the selected category.
NOTE: The Patron Category menu lists all available patron categories for your library. Patron categories are established by your Library Administrator.
- Limit by Group (drop-down menu) determines which patrons will be
included in the report based on the patron group with which they are associated;
select All to list all patrons, or select a group to list only those patrons who
are associated with the selected group.
NOTE: The Limit by Group menu lists all available patron groups for your library. Patron groups are established by your Library Administrator.
- Bundle Family Group notices (drop-down menu) determines whether individual or combined fines/fees notices will be created for members of a Family Group. Select Yes to create a combined item fines/fees notice (listing fines and fees for all members of a Family Group, and addressed to the primary Family Group member) or No to create individual fines/fees notices for each Family Group member, as desired.
- Include Fine History (drop-down menu) determines whether or not the patrons Fines History will be included on fines/fees notices. Select Yes (Fines History will be included) or No (Fines History will not be included), as desired.
- Home Location (drop-down menu) determines the location for which the
report will be generated. Select the desired location.
NOTE: The Home Location menu lists all currently defined locations for your system.
- To generate the report for all currently defined locations for your system, select All Options from the Home Location menu.