Fund Management reports use Voyager tables and Access queries.

Get Setup Initially with John

or

Do It all Yourself with SSR: DIY Setup

Commits Remaining Reports list resources that are in the Commitments-Total and Commitments-Pending section of the ledger. Remember that this is a moving target--the sums in this report may not perfectly match today's sum in the ledger. See in the instructions how you can limit your search by fund type (e.g., -2).

Choose a report with or without detailed fund information:

1. Access Report: This is like the Fund Balance Report sent to you each month from ERaCA, but with deep detail at the title or transaction-level and at the fund type-level. For each fund type within a parent fund, the titles and other information are supplied as well as the allocations, expenditures, balances, pending transactions, and invoice totals for each fund type. 
2. Spreadsheet: This is like the Access Report, but it does not include summary data, though you can generate it. The spreadsheet format allows you to manipulate the data (sum, sort or other functions). It contains the same bibliographic data as above, but not the summary of fund balances, expenditures, etc.

If you have technical difficulties with your Self Serve reports, please contact:

For report descriptions, see:

Thank you, Nat Gustafson-Sundell, for all of your work on this.