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DataBank: Library Fund Management Tips & Tools
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DataBank: Library Fund Management Tips & Tools
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What Do You Need?
Fund Management
Ledger Hierarchy
Ledger Balances
Fund Types & Codes
Management Considerations
Acquisitions Reports
Budget Analysis Reports
Scheduled Reports
SSR: Self Serve Reports
SSR: DIY Setup
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LEARN ABOUT
All the Different Fund Types & Their Codes
End of Fiscal Year Projections
How to Read Fund Balances & Commitments
Original & Net Allocations
Spending Patterns & Their Exceptions
Squares, Triangles & Colors of the Ledger Hierarchy
Transactions
What is Fund Management?
WHAT ABOUT
Active Orders & Transactions YTD
Collections Budget Analysis Reports
Commits Remaining: Current Reports
Commits Remaining: Reports on the Past
Fund Balance Reports
RECEIVE REPORTS
Reports Scheduled to come to You from ERaCA
FIND EXISTING REPORTS
Active Orders & Transactions
Collections Budget Analysis Reports
Commitments Remaining
Fund Balance Reports
Three Year Transaction History
RUN YOUR OWN REPORTS
DIY or With a Little Help from Your Friends (in ERaCA)
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