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Charges / Payments Reports

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Operations > Reports > Charges / Payments

Charges and Overdue Fines

  Textbook Tracker: Textbook Charges and Overdue Fines - Complete

Generates a list of which patrons owe money, including charges and overdue fines

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. They can also create a Saved Report that automatically sends emails to staff with this information periodically.

Overdue Fines Only refers to fines being accrued for items that are still checked out. Unpaid overdue fines for items that have been returned are included with the All Charges, Fees, and Fines and Other Charges/Fees options.

Selections

Charges and Overdue Fines report's Selections tab

Options

Charges and Overdue Fines report's Options tab

Example Reports

NOTE: Textbook Tracker offers the All Charges, Fees, and Fines format of this report.

All Charges, Fees, and Fines

Overdue Fines Only

Other Charges

Patron Financials Brief

Textbook Tracker: Textbook Patron Financials Brief

Generates a list of patrons and their balances

Credits are shared between Alexandria Librarian and Textbook Tracker. But depending on which report you run, the calculated balance will be based on Alexandria Librarian or Textbook Tracker fines.

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

Patron Financials Brief report's Selections tab

Options

Patron Financials Brief report's Options tab

Example Report