Funds List or Summary Reports
The Funds list reports and the Funds summary reports offer the same types of data columns and filters for defining the report criteria, but the report output is different. Fund list reports are detailed lists of data from fund records and their associated records, while fund summary reports provide simple counts based on the selected criteria. The Funds summary reports subtab has additional report output columns, such as Sum total amount expended. For general information on creating list or summary reports, see Create a list, count, or summary report.
To create a fund list or summary report:
- Select the Funds tab. The Fund list reports subtab page appears first. If you are creating a summary report, select the Fund summary subtab.
- To change the row limit, type a different number in the Maximum rows to return box.
- Select the columns to output, and use the up and down arrows to order the columns from left to right on the report. The available columns for fund list and count reports consist of data from fund records and the fiscal year, item, and bibliographic data associated with the fund records. For information on specific columns, see:
- Select the columns to sort.
- Specify the format for the report.
- Select the fiscal year status, and select a fiscal year.
- Apply filters to the report data. Fund data can be filtered by characteristics of the fund record and fund transactions. The fund data can also be filtered by characteristics of the fiscal year, item, or bibliographic records linked to the fund. For information on specific filters, see:
- Click Submit. The Preview window opens. For more information, see Preview a report.
- Do one of the following:
- Download the report in the selected format.
- Save the report file in the My Reports list. See Save report parameters.
Important: You must select a fiscal year to create a fund report.
Tip: For general information on using filters, see Apply filters to limit report output.