Research Guides: DataBank: Library Fund Management Tips & Tools: Scheduled Reports

SCHEDULE OF THE DISTRIBUTION OF REPORTS

There are 4 centrally distributed Fund Management reports:

Column 1: links to report descriptions

Column 2: archives of past and recent reports sent to you

Column 3: dates when the next reports will be sent to you

Report & Description	Reports that have already been Run	Schedule in FY
Fund Balance	L:\ Collaboration\Access DB\Fund Balance Report Archive	Monthly
Transactions YTD	L:\ Collaboration\Access DB\Transactions YTD Report Archive	Monthly
Commits Remaining YTD	L:\ Collaboration\Access DB\Commits Remaining Report Archive	Mar, May, Jun, Jul, Aug
All Open Orders with 3 Year Transaction History	L:\ Collaboration\Access DB\Open Orders Report Archive	Annually – September

and/or

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