Generate a Fine History report

The Fine History report lets you keep track of fine payments and refunds made during a specific time period.

This report includes only fines on which a payment (partial or full) or refund has been made. It includes payments and refunds made here for off-site fines, if any.

In order for this report to appear in Reports > Patron Reports, at least one of the following permissions is needed:

  • View library fines
  • View resource fines
  • View textbook fines
  • View patron fines

Based on the permissions the user has, they will be able to see related fines.

To generate the report:

  1. Select Reports > Patron Reports.
  2. Under Circulation, click Fine History. The report setup page appears.

    Fine history repor setup page.

  3. Do any of the following:
    1. To limit the report to certain types of fines, deselect the checkboxes next to Include fines for in the following categories.
      • Library Materials includes all fine types that are copy-specific (system-supplied or user-defined) and were assessed for library materials.
      • Textbooks includes all fine types that are copy-specific (system-supplied or user-defined) and were assessed for textbooks.
      • Resources includes all fine types that are item-specific and were assessed for resource items.
      • Patron Specific includes all user-defined fine types that are Patron Only.
    2. Next to For transactions occurring, either select Today or From, and enter a date range for the transactions you want. To select from a calendar, click the calendar icon.

      Note: You can limit to one date or a range.

      • All dates: Leave both fields blank.
      • One date: Enter the same date in both fields.
      • Up to and including a specific date: Leave the From field blank, and enter a date in the to field.
      • A specific date and all those after it: Enter a date in the From field, and leave the to field blank.
    1. Use the Sort by drop-down to select one of the following:
      • Date
      • Patron: The patron name
      • Reason: The reason for the fine
      • Performed By: The user name of the person who collected the money or paid the refund
  1. Do any of the following:
    • To run the report now, click Run Report. Report Manager appears.
    • (Optional) To save the setup, click Save Setup.
      1. On the Save Report page, enter a name for the report.

        Note: You must choose a name that is unique for the report at your school.

      2. Either:
        • Click Save to save the report.
        • Click Save and Run to save the report setup, and run the report now.

Work with Saved Reports

A saved report appears on the Saved Reports tab, where you have more options:

  • Add to Favorites: Click . Reports saved to your My Favorites page show a favorite icon,heart icon.
  • Run: Click Run. Each time you run the report, the results reflect the current contents of your textbook inventory.
  • Edit: Click Edit icon.. When you resave a report after editing (even with a different name), the original report setup is overwritten.
  • Duplicate: Click Duplicate Report icon. This is a quick way to create one or more additional reports based on the original saved report's settings.
  • Delete: Click Delete icon. Destiny notifies you if the report is a favorite of any other users. When you delete a saved report, previously run reports are not deleted from the Report Manager.

Notes:

  • Each time you run the report, the results reflect the current contents of your inventory.
  • Other users with permission to run reports can also run your saved reports.

Report Content

For each fine payment or refund, the report includes the following information:

  • The date the payment or refund was made
  • The patron's name and barcode number and Short Site Name for off-site patrons
  • The library, textbook title, or resource name and component name, if needed
  • The copy or item barcode number and Short Site Name for off-site copies
  • The reason for the fine, linked to the Fine Details page
  • The type of checkout: LM (library materials), TB (textbook), or AM (resource)
  • The user name of the person who collected the money or paid the refund
  • The amount collected or refunded

The total amount collected, minus any refunds, appears at the bottom.

Sort Order

The list is sorted by the criterion you choose in the Sort by list.

  • If you choose Date, it is sorted by date, then by patron name.
  • If you choose Patron, it is sorted by patron name, then by date.
  • If you choose Reason, it is sorted by reason for the fine, then by date, and then by patron name.
  • If you choose Performed By, it is sorted by the user name of the person who collected the money or paid the refund, then by date, and then by patron name.

Additional Details

If you need a list of outstanding (unpaid) fines, generate a Current Checkouts/Fines report.
If you need to send out fine notices, generate them with Current Checkouts/Fines. Make sure to select the format of Notice on the first page.