CIRCULATION REPORTS
Chapter 4. FINES/FEES REPORTS
Patrons with Outstanding Fines
Purpose: Provides a listing of all patrons with outstanding fine balances, based on a specified amount range. You may also choose to limit the report to a specified patron category and/or patron group.
Default Filename:
FINE_BALANCE_(date)_(ID number).xls
Patrons with Outstanding Fines Screen
Report Parameters:
-
Enter
Low Balance Limit (text box) – determines the minimum outstanding
fines balance for which a patron will be included in the report; enter the
desired amount in whole dollars (i.e., "35") or in dollars and cents (i.e.,
"24.95").
NOTE: DO NOT include the dollar sign "$" when entering the low balance limit. DO NOT include alphabetic characters when entering the low balance limit.
- Enter High Balance Limit (text box) – determines the maximum
outstanding fines balance for which a patron will be included in the report;
enter the desired amount in whole dollars (i.e., "35") or in dollars and cents
(i.e., "24.95").
NOTE: DO NOT include the dollar sign "$" when entering the high balance limit. DO NOT include alphabetic characters when entering the high balance limit.
- 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.
To view the Patrons with Outstanding Fines report:
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 Patrons with Outstanding Fines report provides the following information for each patron included in the report (patron information is taken from the patron’s user record, as available):
Patrons With Outstanding Fines Report
- The patron’s Current Balance (total amount of fines/fees currently owed by the associated patron), in dollars and cents
- The Last Name, First Name, middle Initial and Barcode of the patron
- The patron Category and patron Group to which the patron is assigned \
- The expiration date for the patrons account (ExpireDate)
- The patron’s contact information (Email address, Phone number and WorkPhone)
- The patron’s mailing address (Address 1, Address 2, City, State, Zip)