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 Tools > Reports > Circulation > Charges and Payments

Content Block
nameForgiven Charges
id1668072112

Forgiven Charges

Generates a list of charges that have been forgiven within a certain date range

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titleMore information
Use(s)

Run this report to show charges and fines forgiven by the library for auditing purposes.

Selections

Forgiven Charges report Selections tab

Options
Forgiven Charges report Options tab

History Starting: Enter a starting date in MM/DD/YYYY format.

And Ending: Enter an ending date in MM/DD/YYYY format.

Example Report

View file
nameForgiven Charges Report.pdf
pageExample Reports (PDFs)
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Content Block
namePatron Payment History
id1668093221

Patron Payment History

Textbook Tracker: Textbook Patron Payment History

Generates a list of past patron payments and credits from a specified time period

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titleMore information
Use(s)

Run this report for individual patrons to help resolve any financial account disputes.

Selections

Patron Payment History report Selections tab

Options

Patron Payment History report Options tab

Example Report

View file
namePatron Payment History Report.pdf
pageExample Reports (PDFs)
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Content Block
nameRefunded Payments
id1668104931

Refunded Payments

Textbook Tracker

Generates a list of refunds, including methods, amounts, and reasons

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titleMore information

Refunds can be given for returned books that were lost or mistakes made while charging.

Use(s)
  • Run this report for individual patrons to help resolve any financial account disputes.
  • Run this report to show payments refunded by the library for auditing purposes.
Selections

Refunded Payments report Selections tab

Options

Refunded Payments report Options tab

Example Report

View file
nameRefunded Payments Report.pdf
pageExample Reports (PDFs)
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