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How can I create a fund report by fiscal year in Analytics?

  • Product: Alma
  • Product Version: May 2016
  • Relevant for Installation Type: Dedicated-Direct, Direct, Local, Total Care

 

 

Question

How can I create a fund report by fiscal year in Analytics?

Answer

In the Fund Expenditure analysis, use the Fiscal Period Description Subject Area, filtered to the year you wish to create a report for. Then add other criteria, such as fund type, ledger name, available balance, allocated balance, etc.

 

 


  • Article last edited: 04-May-2016