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    Analytics report on Fines/Fees owed by patrons

    • Article Type: General
    • Product: Alma

    Desired Outcome Goal:
    Need to bill patrons based on their outstanding fines owed. Can a report be run in Analytics?

    Procedure:
    In Analytics, the field which shows the cash balance is:

    Fines and Fees Transactions > Remaining Amount

    For example, use these fields:

    1. Navigate to: Design Analytics
    2. Click: New > Analysis > Fines and Fees
    3. Rely on the above field (Remaining Amount) and User Details.
    4. Potentially, add a filter to the "Remaining Amount", for any sum higher than 0.001
    5. Format the field to show as currency.

    Additional Information

    Here is the suggested report: http://screencast.com/t/bAxmwan1kO1

    Category: Fines & Fees - Alma

    Subject: Alma analytics - Alma


    • Article last edited: 2/28/2015