Outstanding Fees and Bills
Overview
The Outstanding Fees and Bills report displays a detailed list of outstanding fees and bills. You can use this report to notify patrons about past-due bills.
For the ID at Source and the Source System form fields that appear in this report, if a user has more than one value for the ID at Source, those values (up to 10 values) will appear in the field and be separated by a pipe (|) character for easy parsing. If there is more than one value for the Source System, the values will be displayed similarly.
The report provides all outstanding transactions, but can be filtered (and bookmarked) by any transaction period, patron's total outstanding balance date, patron barcode, borrower category, bill reason, branch, and shelving locations period.
Report details
- Dataset: Circulation Fiscal Transactions
- 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: Snapshot (current data only)
- Default date range: N/A
- Report type: Interactive
Report interface
Filters
Columns
The Outstanding Fees and Bills report contains the following columns. Click on a column name for more information.
You can click a column name to change the column sort.
- Click once to sort the column in ascending order.
- Click twice to sort the column in descending order.
- Click three times to restore the column to its original order.