Daily Payments
Learn more about the Daily Payments report in WorldShare Reports in Power BI.
Overview
The Daily Payments Report displays details of payments by branch and payment method with a specified date range. The default date range is one day back. It provides a visual for the number of payments, the amount paid by the branch, and the payment method. There is also a list of payments received during the selected date range. You can use this report to reconcile a circulation cash drawer.
Report details
- Dataset: Circulation Events
- Data refresh rate: This report's data is updated nightly. It will be updated by 6 a.m. at your institution's data center time. The data will be "as of" the end of the previous day.
- Data history start date: Data since the institution started using WMS Circulation (no branch name prior to January 18, 2015)
- Default date range: One day back from the current date
- Report type: Interactive
Report interface
Slicer
The Daily Payments report visual has an Event Transaction Source that can be applied to the visual. The slicer is set to All by default.
Select one or more of the following values to update the report visual.
- Select all (default)
- Bill Connector Import
- Bill Connector Transfer
- External Payments
- Staff
Visuals
The Daily Payments report contains four visuals.
- Payment Amount and Number of Payments by Payment Method - The total payment amount and number of payments by payment method during the specified date range.
- Click an event branch name to change the graphs in the visual.
- Reclick the event branch name to restore all visuals in the report to the default.
- Payment Amount - The total amount of payments made in the specified date range.
- Number of Payments - The total number of payments made in the specified date range.
- Daily Payments Table - The Daily Payments Table provides the following information for each payment made.