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Circulation Charges and Payments Reports
Last Updated: $action.dateFormatter.formatDateTime($content.getLastModificationDate())
Tools > Reports > Circulation > Charges and Payments
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Charges and Overdue Fines - Charges Only
Generates a list of unpaid charges
Charges include the end result of overdue fines, lost or damaged fees, and manually-charged amounts.
Use(s)
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
Charges and Overdue Fines - Charges Only Report.pdf
Charges and Overdue Fines - Complete
Textbook Tracker: Textbook Charges and Overdue Fines - Complete
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.
Use(s)
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 | Options
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Example Report
Charges and Overdue Fines - Complete Report.pdf
Charges and Overdue Fines - Fines Only
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.
Use(s)
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 | Options
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Example Report
Charges and Overdue Fines - Fines Only Report.pdf
Forgiven Charges
Generates a list of charges that have been forgiven within a certain date range
Use(s)
Run this report to show charges and fines forgiven by the library for auditing purposes.
Selections
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Example Report
Patron Balance
Textbook Tracker: Textbook Patron Balance
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.
Use(s)
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
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Example Report
Patron Payment History
Textbook Tracker: Textbook Patron Payment History
Generates a list of past patron payments and credits from a specified time period
Use(s)
Run this report for individual patrons to help resolve any financial account disputes.
Selections
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Example Report
Refunded Payments
Textbook Tracker
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.
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
| Options
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