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    Configuring Reporting Codes

    To configure reporting codes, you must have the following role:
    • Acquisitions Administrator
    • General System Administrator
    You define primary, secondary, and/or tertiary reporting codes that can be used for analyzing acquisitions in subsequent reporting. These codes appear in Alma in drop-down lists on the PO line Summary tab (see Manually Creating a PO Line). For example, if you have a reporting code for postage, you can then create a report that lists all PO lines that have the postage reporting code. Reporting codes apply to all libraries within your institution.
    You configure reporting codes on the primary, secondary, and tertiary reporting code tables (Configuration Menu > Acquisitions > Purchase Orders > Reporting Codes, Configuration Menu > Acquisitions > Purchase Orders > Secondary Reporting Codes, and Configuration Menu > Acquisitions > Purchase Orders > Tertiary Reporting Codes). For more information about code tables, see Code Tables.
    Reporting Code Page
    You can add, import, edit, and delete (if you want to remove them permanently from the system) reporting codes. You can also enable/disable codes to control which codes appear in the drop-down list, reorder how they appear in the drop-down list, and select the default code. The default code is used for all open PO lines that do not have a code selected.