Total Outstanding Balance by Fee Reason

by-library, financial, polaris-reports

Wes Osborn

Total Outstanding Balance by Fee Reason

CLICK THE BLUE PATH LINK TO RUN THE REPORT: Custom > ~Patron Services > Total Outstanding Balance by Fee Reason

Shows the number of patrons and the outstanding (unpaid) balance for transactions that originally occurred during the begin Date and end Date selected.

  • library: The patron’s registered library
  • begin and end Date: Limits the report output to fees applied to the patron account during these dates
    • Depending on how older data was migrated, the dates may not be entirely accurate for fees that were applied before migrating to Polaris.
  • fee Reasons: A list of all fee reasons in the system, selecting a fee reason(s) limits the output to only these fee reasons
    • The list is all fee reasons in the system and may reflect fee reasons not used at your library
  • include Innreach items: Allows you to include/exclude fee reasons levied against Innreach (SearchOhio and OhioLINK) items. Because these consortia agreements include different circulation rules, the library may want to exclude output from transactions based on those items.

Sample report output (patron information is redacted)