[IUG] Reports for auditors

[Nancy Helmick <helmick dot 1 at osu dot edu>]

Are any of you providing regular reports to your university auditors 
relative to what patrons still owe on outstanding fines and 
billings?  Basically, we need to find a way to report on a routine 
basis which patrons owe any amount of money for time periods of more 
than 30 days, between 31-60 days, between 61-90 days and longer than 120 days.

Ideally, these reports are supposed to minimally identify the invoice 
number, the patron (name & rec number) the item (record # or barcode 
#), the date the fine was incurred (billed date) and amount owed for 
that specific item (not "money owed" for that patron).  If you look 
at the patron record, you can see a nice display of each fine broken 
down one by one, but I can't seem to find anyplace -- or figure out 
how to create a search strategy to retrieve -- all of that 
information together.  I've tried going at this from the patron 
record side as well as from the item record side.  For the record, we 
do not include a price in the item records.

I'm not about to start searching each patron who owes money and do a 
whole lot of copying and pasting, so I'm hoping someone else has 
already coped with this, although I'm not convinced that I can do it 
at all using this system.  It must be there, though, since it can't 
provide the following without retrieving it from somewhere.

Inv #341284 REPLACEMENT FOR
     CALL NO:  PR9619.3.J64 F7 1986  MAR Stacks
     AUTHOR:   Jolley, Elizabeth, 1923-2007
     TITLE:    Foxybaby / Elizabeth Jolley
     BARCODE:  36267010678418
     DATE CHECKED OUT: Tue Oct 16 2007 03:49PM
     DATE DUE:         Tue Nov 06 2007
                                                      ITEM CHARGE:      $90.00
                                                      PROCESSING FEE:   $40.00
                                                      BILLING FEE:      $10.00
                                                      TOTAL            $140.00

Thanks,
--Nancy

Nancy L Helmick
Library Catalog System Manager
The Ohio State University Libraries
5856 Ackerman Library
600 Ackerman Road
Columbus OH 43202

helmick dot 1 at osu dot edu
614-688-3512
614-292-7859 (fax)