[Wactclc-alma] Create the report based on Excel file?

[Paula Laine]

Another thought. I see you want to do a batch at once. I think in that case I would export the patrons w/ fines-fees records to Excel and then use  Access to match the ID fields from the specific patron list you have to the ALMA list of patrons who owe fines and fees.

Paula
From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Nadine Pavlov
Sent: Thursday, August 3, 2017 2:35 PM
To: wactclc-alma at lists.ctc.edu
Subject: [Wactclc-alma] Create the report based on Excel file?

Hi,
We have a list of the students that we need to see if they have any fines and how much do they have.  We do have an analytics report that shows the fines and fees the students have. BUT, how can I filter it to see the fines for the specific students? Those filter's options that exists, don't really help me because the list I have is so irregular (those students might have different fines, the fines could be created at different times, etc...) So, I can't really filter it.. But I have the excel file with those ID numbers. Is it possible to filter the results by uploading the file?

Regards,

Nadine Pavlov
Circulation Supervisor
Holman Library
(253) 833-9111 Ext. 2088

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