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Tools > Reports > Circulation > Charges and Payments
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The Charges and Overdue Fines - Charges Only report generates a list of unpaid charges. Charges include the end result of overdue fines, lost or damaged fees, and manually-charged amounts.
Uses
Librarians and teachers can run this report to get a list of students in a particular group or class who have unpaid charges. They can then remind their students to pay those charges. Consider creating Saved Reports that automatically send emails to staff with this information periodically.
Selections
This report now includes a Title selection.
Options
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Example Report
The Charges and Overdue Fines - Complete report generates a list of unpaid charges and overdue fines. Charges include the end result of overdue fines, lost or damaged fees, and manually-charged amounts. Overdue fines continuously accumulate until items are returned. Once the item is returned, the fine becomes a charge.
Uses
Librarians and teachers can run this report to get a list of students in a particular group or class who have unpaid charges and overdue fines. They can then remind their students to pay those charges and fines. Consider creating Saved Reports that automatically send emails to staff with this information periodically.
Selections
This report now includes a Title selection.
Options
MultiExcerpt named Charges and Overdue Fines - Charges Only Options was not found -- Please check the page name and MultiExcerpt name used in the MultiExcerpt-Include macro
Example Report
The Charges and Overdue Fines - Fines Only report generates a list of unpaid overdue fines. Overdue fines continuously accumulate until items are returned. Once the item is returned, the fine becomes a charge.
Uses
Librarians and teachers can run this report to get a list of students in a particular group or class who have overdue fines. They can then remind their students to pay those fines. Consider creating Saved Reports that automatically send emails to staff with this information periodically.
Selections
This report now includes a Title selection.
Options
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Example Report
The Forgiven Charges report generates a list of charges that have been forgiven within a certain date range. Enter a date range into the History Starting and And Ending options.
Uses
Run this report to show charges and fines forgiven by the library for auditing purposes.
Selections
MultiExcerpt named Forgiven Charges Selections was not found -- Please check the page name and MultiExcerpt name used in the MultiExcerpt-Include macro
Options
Example Report
The Patron Balance report generates a list of patrons and their balances. This report is a simpler version of the Charges and Overdue Fines - Complete report and lists only patron barcodes, names, and balances.
Uses
Librarians and teachers can run this report to get a list of balances for all students in a particular group or class. They can then let students know if they have any charges or credits. Consider creating Saved Reports that automatically send emails to staff with this information periodically.
Selections
Options
MultiExcerpt named Charges and Overdue Fines - Charges Only Options was not found -- Please check the page name and MultiExcerpt name used in the MultiExcerpt-Include macro
Example Report
The Patron Payment History report generates a list of past patron payments and credits from a specified time period.
Uses
Run this report for individual patrons to help resolve any financial account disputes.
Selections
MultiExcerpt named Forgiven Charges Selections was not found -- Please check the page name and MultiExcerpt name used in the MultiExcerpt-Include macro
Options
Example Report
The Refunded Payments report generates a list of refunds, including methods, amounts, and reasons. Refunds can be given for returned books that were lost or mistakes made while charging.
Uses
- 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
MultiExcerpt named Forgiven Charges Selections was not found -- Please check the page name and MultiExcerpt name used in the MultiExcerpt-Include macro
Options
MultiExcerpt named Charges and Overdue Fines - Charges Only Options was not found -- Please check the page name and MultiExcerpt name used in the MultiExcerpt-Include macro