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acq:reports [2017/10/03 13:58] – tlittleacq:reports [2019/02/06 15:23] – tlittle
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 ====== Reports ====== ====== Reports ======
 +
 +===== Copies/Items =====
 +==== Acquisitions copies remaining after line items cancelled with true cancels ====
 +//Use:// Finds Acquisitions copies attached to line items with true cancels. Copies should have been deleted; if any found they should be deleted.
 +
 +Source: Item
 +
 +Filters:
 +Item->Is Deleted (Filter value=f)
 +Cancel Reason ID (in list)
 +
 +Columns:
 +Line Item ID
 +PO ID
 +PO Name
 +Barcode
 +
  
 ===== Invoices ===== ===== Invoices =====
 +Reports can be found in Shared Folders->Templates->PINESacqadmin->Invoices.
  
 ==== Blank invoices ==== ==== Blank invoices ====
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 ==== List of invoices ==== ==== List of invoices ====
 +
 //Use:// Find a list of invoices with an invoice date after a certain day. //Use:// Find a list of invoices with an invoice date after a certain day.
  
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 Displayed fields:\\ Displayed fields:\\
-Invoice->Provider->Provider Name +Invoice→Provider→Provider Name Invoice→Vendor Invoice ID
-Invoice->Vendor Invoice ID+
  
 +SELECT * FROM (SELECT "726fa7d8d276b403e875808083a4e1ef"."inv_vendor_ident" AS "Vendor Invoice ID",
  
 +<code>
 +"726fa7d8d276b403e875808083a4e1ef"."total_amount_paid" AS "Total Amount Paid",
 +date("726fa7d8d276b403e875808083a4e1ef"."recv_date") AS "Receive Date/Time",
 +"726fa7d8d276b403e875808083a4e1ef"."provider_name" AS "Provider Name"
 +FROM    reporter.acq_invoice_summary_view AS "726fa7d8d276b403e875808083a4e1ef"
 +INNER JOIN acq.invoice AS "3ee6cb3a00e712c7420cb425873cab62" ON ("726fa7d8d276b403e875808083a4e1ef"."inv_id" = "3ee6cb3a00e712c7420cb425873cab62"."id")
 +WHERE    date("3ee6cb3a00e712c7420cb425873cab62"."recv_date")> $_54631$2016-07-01$_54631$
 +AND "3ee6cb3a00e712c7420cb425873cab62"."complete" = $_54631$f$_54631$
 +AND "3ee6cb3a00e712c7420cb425873cab62"."receiver" IN ($_54631$213$_54631$)
 +GROUP BY 1, 2, 3, 4
 +ORDER BY "726fa7d8d276b403e875808083a4e1ef"."inv_vendor_ident" ASC, "726fa7d8d276b403e875808083a4e1ef"."total_amount_paid" ASC, date("726fa7d8d276b403e875808083a4e1ef"."recv_date") ASC, "726fa7d8d276b403e875808083a4e1ef"."provider_name" ASC
 +</code>
 +
 +) limited_to_1048575_hits LIMIT 1048575
 +
 +==== Completed Invoices showing Sum of Inv.Entries Amt Paid ====
 +
 +==== Completed Invoices showing Sum of Inv.Items Amt Paid ====
  
 ===== Distribution Formulas, list of ===== ===== Distribution Formulas, list of =====
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 Purchase Order → (Default) Provider → Provider ID (In list) Purchase Order → (Default) Provider → Provider ID (In list)
  
 +==== Orphaned ACQ barcodes ====
 +
 +//Use:// Finds ACQ barcodes where the originating line item has been deleted, thus "orphaning" the copy.
 +
 +Uses Line Item Detail source. Nullability selection enabled. Displayed Fields: Line Item Detail → (Parent) Evergreen Copy ID → Barcode Base Filters: Line Item Detail → Evergreen Copy ID (Is NULL) Line Item Detail → (Parent) Evergreen Copy ID → Is Deleted (Equals) (False) Line Item Detail → (Parent) Evergreen Copy ID → Barcode (Contains Matching substring) ("ACQ")
 +
 +===== Providers =====
 +
 +==== List of expenditures by provider ====
 +
 +//Use:// Find a list of expenditures, filtered by provider and on/after a certain date.
 ===== Receiving Report ===== ===== Receiving Report =====
  
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 Display fields: Item→Barcode Item→Shelving Location→Name ("Shelving loca Display fields: Item→Barcode Item→Shelving Location→Name ("Shelving loca
 +
 +===== Funds =====
 +These reports are found in Shared Folders->Templates->PINESacqadmin->Funds.
 +==== List of items purchased in a time period, by fund ====
 +
 +//Use:// Find a list of items that were purchased between two dates, filtered on the fund code.
 +
 +**Report source:** Line item detail (Nullability enabled)
 +
 +**Displayed:**
 +
 +   * Line Item Detail→Fund Debit (none)→Amount
 +  * Line Item Detail→PO Line Item (none)→Evergreen bib ID (none)→Simple Record Extracts(none)→Author
 +  * Line Item Detail→PO Line Item (none)→Evergreen bib ID (none)→Simple Record Extracts(none)→Title
 +  * Line Item Detail→Fund (none)→Code
 +
 +**Filters:**
 +
 +  * Line Item Detail→Fund Debit (none)→Create Time (Date) BETWEEN
 +  * Line Item Detail→Fund→Fund ID (in list)
  
  
acq/reports.txt · Last modified: 2019/02/06 15:24 by tlittle