Financial overviews
Reports relating to financial transactions in Wise can be found in Financial overviews.
Financial overviews provide access to a number of reports about financial transactions. These reports can be found in the Wise client at Financial > Overviews. Wise uses a reports generator that is linked the staff client. The reports generator ensures that all data is retrieved and presented in the correct manner. Once all data is retrieved and the report is compiled, it will display in your web browser. For more information, see View reports.
- Daily overview per cash drawer group
- Generate a report of cash drawer groups in the Wise staff client.
- Detailed overview per cash group/journal
- Generate a detailed report per journal in the Wise staff client.
- Cash drawer details
- Generate a report of cash drawer details in the Wise staff client.
- Financial overview
- Generate a financial overview for your library in the Wise staff client.
- Financial overview BE
- The Financial overview BE in the Financial section of the Wise staff client is not in use for US libraries.
- Financial details
- Generate a report of financial details for a group of journal entries in the Wise staff client.
- Journal (totals)
- Generate a report of financial journal totals in the Wise staff client.
- Withdrawn items
- Generate a report of withdrawn items in the Wise staff client.
- Unpaid fees
- Generate a report of unpaid customer fees in the Wise staff client.
- Unpaid fees per customer
- Generate a report of unpaid fees per customer in the Wise staff client.
- Outstanding fines, fees, and credit balances
- Generate a report of outstanding fines, fees and credit balances in the Wise staff client.
- Punch cards overview
- Punch cards are not currently in use in US libraries.
- Journal (summary)
- Generate a summary of the library journal in the Wise staff client.
- Journal report
- Generate a report of financial journal totals by institution in the Wise staff client.
- Funds
- Generate a report of outstanding credit balances in the Wise staff client.
- Fee revenue overview per state
- Generate a report of revenue generated from customer fees by location in the Wise staff client.
- Payout funds/membership fees
- Generate a report of fee balances for expired customer accounts in the Wise staff client.
- Fee revenue per year (Paid)
- Generate a report of fee revenue per year in the Wise staff client.
- Fee revenue per year (Invoiced)
- Learn how to create a report of invoiced fee revenue per year.
- Registration codes
- Generate a report of registration codes for your library in the Wise staff client.
- Journals
- Generate a report of all of the journals used by your library in the Wise staff client.