Fiscal Summary
Overview
The Fiscal Summary report provides visualizations to summarize monthly billing counts and fiscal amounts within a specified date range. It provides the monthly quantity of bills created, waived, cancelled, refunded, and paid. It also provides visualizations to show the monthly currency amounts of created bills and settled amounts by month. You can use this report to perform a quick analysis of fiscal activity at your circulation desk.
This report defaults to the last six full calendar months of activity, but can be filtered (and bookmarked) to apply any date 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: Data since the institution started using WMS Circulation
- Default date range: Last six full calendar months
- Report type: Interactive
Report interface
This report is presented as a series of charts by default.
- Click the To Table View button to view the report data as a table.
- Click the To Chart View button on the Table view screen to return to the default view.
Visuals
The Fiscal Summary report contains three visuals that are visible by default.
Number of Fiscal Transactions
Displays your institution's fiscal transactions by fiscal transaction type. Hover over a portion of the bar chart to view the number of bills for the fiscal transaction type (e.g., Bills Created 8869).
- Click a fiscal transaction type or any section in the bar chart to change the appearance of this visual. By default, all fiscal transaction types are displayed.
- Bills Created - The number of bills created against a user's account by library staff or policy during the specified time period.
- Bills Cancelled - The number of bills that had their total original amount outstanding cancelled by library staff or policy during the specified time period.
- Bills Paid - The number of bills that have been partially or fully paid by a user during the specified time period.
- Bills Refunded - The number of bills whose previously paid amount has been partially or fully refunded to a user during the specified time period.
- Bills Waived - The number of bills that have had part or all of their total original outstanding amount waived by library staff during the specified time period.
- Reclick the area to restore the appearance of this visual to its default.
Bills Created Amount
Displays the monetary amount of bills created at your institution. Hover over the bar chart for a given year to view the amount of bills created (e.g., 1,582,501.23).
Bills Settled Amount
Displays the monetary amount of bills settled at your institution. Hover over a portion of the bar chart for a given year to view the amount of bills settled (e.g., Bills Paid Amount 270,961.16).
- Click a fiscal transaction type or any section in the bar chart to change the appearance of this visual. By default, all fiscal transaction types are displayed.
- Bills Cancelled Amount - The fiscal amount of bills that had their total original amount outstanding cancelled by library staff or policy during the specified time period.
- Bills Paid Amount - The fiscal amount of bills that have been partially or fully paid by a user during the specified time period.
- Bills Refunded Amount - The fiscal amount of bills whose previously paid amount has been partially or fully refunded to a user during the specified time period.
- Bills Waived Amount - The fiscal amount of bills that have had part or all of their total original outstanding amount waived by library staff during the specified time period.
- Reclick the area to restore the appearance of this visual to its default.
Columns
The Fiscal Summary 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.