Overdue Counts and Total Charges by Collection

Overdue Counts and Total Charges by Collection

This query pulls the total overdue charges and the number of overdue charges by Collecton for a given library. This allows you to see where your most charged collections are, and the number of charges in that collection. Useful stats to have when working on fine free transitions.

SELECT
    c.Name AS "Collection",
    COUNT(c.Name) AS "Number of Charges",
    CAST(SUM(pa.TxnAmount) AS DECIMAL (20,2)) AS "Total Overdue Charges"

FROM
    Polaris.Polaris.PatronAccount pa WITH (NOLOCK)

JOIN
    Polaris.Polaris.ItemRecords ir WITH (NOLOCK) ON pa.ItemRecordID = ir.ItemRecordID
JOIN
    Polaris.Polaris.Collections c WITH (NOLOCK) ON c.CollectionID = ir.AssignedCollectionID

WHERE
    pa.FeeReasonCodeID = 0 -- Overdues
AND
    pa.TxnCodeID = 1 -- Patron account charge
AND
    pa.ItemAssignedBranchID IN (106,107,108) -- Add OrganizationID codes as needed
AND
    pa.TxnDate BETWEEN '2017-01-01 00:00:00.000' AND '2017-12-31 23:59:59.999' -- Adjust dates as desired

GROUP BY
    c.Name
ORDER BY
    c.Name