Skip to Main Content

DataBank: Library Fund Management Tips & Tools

HELP

Fund Management reports use Voyager tables and Access queries.

Get Setup Initially with John

or

Do It all Yourself with SSR: DIY Setup

Ordered & Not Paid - COMMITMENTS REMAINING: CURRENT

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).

 

Get a Transactions Report for Past Fiscal Years -- TRANSACTION DETAIL FOR *ANY* FUND IN...

1. Click on "Transaction Detail for *Any* Fund..." under Other General Use Reports
2. You will be prompted for the fund code and then the fiscal year 
  
 
  
 
 
Important Note: Fund codes have changed over time. The fund code number or number/letter combination used in FY2001 for Anthropology may not be the same as that used in FY2010. Look in past ledgers or contact ERaCA if you need assistance with fund codes.

Ordered & Paid + Ordered & Not Paid - ALL ACTIVE ORDERS & ALL TRANSACTIONS YEAR-TO-DATE

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.

  

 

MORE HELP

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

 

For report descriptions, see:

Collection Assessment Reports

Thanks

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