From efe8d20613f65c8a568f66f3cd2e334fe12e4341 Mon Sep 17 00:00:00 2001 From: Andrea Buntz Neiman Date: Thu, 21 Oct 2021 09:42:17 -0400 Subject: [PATCH] docs: fixes to 3.7 report sources doc Signed-off-by: Andrea Buntz Neiman --- docs/modules/reports/pages/report_sources.adoc | 11 ----------- 1 file changed, 11 deletions(-) diff --git a/docs/modules/reports/pages/report_sources.adoc b/docs/modules/reports/pages/report_sources.adoc index f82096f79b..cd793333e3 100644 --- a/docs/modules/reports/pages/report_sources.adoc +++ b/docs/modules/reports/pages/report_sources.adoc @@ -4,14 +4,3 @@ 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 -- 2.11.0