From 074a563972067fea6ce344a095470c93ce125075 Mon Sep 17 00:00:00 2001 From: Andrea Buntz Neiman Date: Fri, 9 Apr 2021 10:02:34 -0400 Subject: [PATCH] Docs: Report Sources Signed-off-by: Andrea Buntz Neiman Signed-off-by: Galen Charlton --- docs/modules/reports/nav.adoc | 1 + docs/modules/reports/pages/report_sources.adoc | 17 +++++++++++++++++ 2 files changed, 18 insertions(+) create mode 100644 docs/modules/reports/pages/report_sources.adoc diff --git a/docs/modules/reports/nav.adoc b/docs/modules/reports/nav.adoc index 2c48e8e1f2..87b0760d18 100644 --- a/docs/modules/reports/nav.adoc +++ b/docs/modules/reports/nav.adoc @@ -2,6 +2,7 @@ ** xref:reports:reporter_daemon.adoc[Starting and Stopping the Reporter Daemon] ** xref:reports:reporter_folder.adoc[Folders] ** xref:reports:reporter_create_templates.adoc[Creating Templates] +** xref:reports:report_sources.adoc[Reporting Sources] ** xref:reports:reporter_generating_reports.adoc[Generating Reports from Templates] ** xref:reports:reporter_view_output.adoc[Viewing Report Output] ** xref:reports:reporter_cloning_shared_templates.adoc[Cloning Shared Templates] diff --git a/docs/modules/reports/pages/report_sources.adoc b/docs/modules/reports/pages/report_sources.adoc new file mode 100644 index 0000000000..f82096f79b --- /dev/null +++ b/docs/modules/reports/pages/report_sources.adoc @@ -0,0 +1,17 @@ +[[reporting_sources]] += Reporting Sources = +:toc: + +In this section is documentation about specific reporting sources in Evergreen. + +[[payments_by_billing_type]] +== Payments by Billing Type Reporting Source + +A new reporting source named *Payments by Billing Type* has been added for 3.7 that associates payments and billings and displays the amount of each payment applied to those billings. + +Tips for using this source: + +* To show workstations associated with Payments, follow the source path Payment by Billing Type -> Payment ID and then pull the appropriate field from the relevant Detail table (Cash, Check, Credit Card). +* OPAC payments will show as accepted at the paying user's home library. In order for your report to show these payments, make sure the appropriate patron Organizational Unit is set in your report filter. +* Be careful when you build your report to distinguish between Billing Organizational Unit and Payment Organizational Unit - they can be, but do not have to be, the same. +* Due to the reporter's use of GROUP BY, it is recommended that you include the Billing ID in your report output in order to prevent the reporter from rolling up payment data into one line. \ No newline at end of file -- 2.43.2