STATISTICS

Chapter 2. REPORTS

   

 

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Fines Summary

Purpose: Provides the total value of fines assessed and paid based on user types and fine transaction type. The report is intended to provide insight into the dollar value associated with fine activities

Report Parameters:

• Library (drop-down menu) – determines the library for which the report will be generated:

  For Customer SuperUsers (when logged into the customer-level account for your VERSO system):

  • Select the Select All checkbox to generate the report for all libraries in your system, or, select one or more individual libraries, as desired. A checkmark indicates the associated library is selected. An empty checkbox indicates the associated library is not selected. Clicking a checkbox repeatedly will toggle it on and off.
  • If desired, use the Filter Libraries function to filter the Library menu based on a term (filter) you enter. The Library menu refreshes as you type to display only those library names that contain your search term. Select the Select All Filtered checkbox to generate the report for all libraries in the filtered Library menu, or, select one or more individual libraries, as desired. A checkmark indicates the associated library is selected. An empty checkbox indicates the associated library is not selected. Clicking a checkbox repeatedly will toggle it on and off.

    NOTE: If there are no matches to your term (filter), the message “No Matches Found” displays.

• Branch (drop-down menu) – determines the branch for which the report will be generated; select All Branches to generate the report for all branches for the current Library selections, or, select one or more individual branches, as desired.

NOTE: The Branch menu lists all branches defined for the current Library selection(s).

• A checkmark indicates the associated branch is selected. An checkbox indicates the associated branch is not selected. Clicking a checkbox repeatedly will toggle it on and off.

• Date Range (drop-down menu) – determines the time period for which the report will be generated:
  • To generate the report for a predefined time period: Select Today, Yesterday, This Week, Last Week, This Month, Last Month, This Year or Last Year. The Date Range text box refreshes to display the “starting date” and “ending date” for the selected time period.
  • To generate the report for a custom time period: Enter the “starting date” and “ending date” for the desired period in the Date Range text box.

    NOTE: When entering a custom time period, be sure the specified “starting date” is not more than two years prior to the specified “ending date.”

    NOTE: Enter the “starting date” and “ending date” using the format “MM/DD/YYYY”, i.e., “03/10/2023.” Be sure to include the slashes “/” when entering the “starting date” and “ending date.” Do not include alphabetic characters when entering the “starting date” and “ending date.” You may also click the Date Entry Calendar icon in the Date Range text box to select a “starting date” and “ending date” using the Date Entry Calendar (see the System Basics User Guide for details).

    NOTE: If a date is entered using an improper format, the message “Invalid date format. Must be MM/DD/YYYY.” displays beneath the Date Range text box. Click the X icon to clear the Date Range text box, and re-enter the date using the format “MM/DD/YYYY.”

    NOTE: If the specified “starting date” is later than the specified “ending date”, the message “Start date must be before end date.” displays beneath the Date Range text box. Click the X icon to clear the Date Range text box, and enter a valid “starting date.”

    NOTE: If the specified date range is greater than two years, the message “Date Range must be no more than 2 years.” displays beneath the Date Range text box. Click the X icon to clear the Date Range text box, and enter a valid date range.

To view the Fines – Fines Summary Report:

Report data is displayed as two “pie” graphs, and includes a textual summary of statistics.

• The Assessed Fines “pie” graph shows a separate wedge for each fine type for which fines were assessed for the Library and Location selected during report setup during the specified date range, and indicates the percentage of total fines assessed for each fine type. Fine types for which fines assessed constitute less than one percent of total fines assessed are combined under the heading Other. A legend for the “pie” graph is shown below the graph.
• The Paid Fines “pie” graph shows a separate wedge for each payment type for which payments were processed for the Library and Location selected during report setup during the specified date range, and indicates the percentage of total payments processed for each payment type. Payment types for which payments processed constitute less than one percent of total payments processed are combined under the heading Other. A legend for the “pie” graph is shown below the graph.
• The report summary provides the following information for each entry in the listing:

• The User Type to which statistics apply
• The total amount of fines assessed for each fine/fee type (Overdue, Lost, Fees, etc.)
• The total amount of fines for which payment was Waived
• The total amount of fines for which Payments were received and processed
• Grand Totals are shown at the end of the summary

 

 

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