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    Creating Fines and Fees Reports

    Translatable
    To create a Fines and Fees Report, you must have one of the following roles:
    • Fulfillment Administrator
    • Circulation Desk Manager
    • General System Administrator
    The Fines and Fees Report is a downloadable Excel file that includes a report of the fines and fees transactions that have been performed over a 1- to 7-day period. This report allows you to specify the following filters:
    • Received by library – Filters by the library at which the fine/fees were paid. This filter cannot be used for reporting waive actions.
    • Received by circulation desk – If a library is specified, filters by the circulation desk at which the fine/fees were paid. This filter cannot be used for reporting waive actions.
    • Transaction types – Filters by the type of transaction:
      • Payment and Waive – includes both payments and waivers
      • Payment – includes only payments
      • Waive – includes only waivers
    • Fine owner – Filters by the owner of the fine/fee, which may or may not be the same location where the fine or fee was paid or waived.
    Reports can be sent to a specific user or printer.
    To create a Fines and Fees Report:
    1. On the Fulfillment > Advanced Tools menu, click Create Fines and Fees Report.

      The Fines and Fees Report page appears.
      The Create Fines and Fees Report Page
    2. Enter the following information to set up the report:
      • From date – Specify the start date of the report. By default, it is set to the current date.
      • To date – Specify the end date of the report. By default, it is set to the current date.
      If you specify more than a 7-day period, an error message appears.
    3. Specify any of the filters listed above and the destination of the report (Printer or User).
    4. Click Run Now.

      The report is sent to the specified report receiver.
      Sample Fines and Fees Report