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Filtering and Sorting Data in Excel File Downloads for Automated Reports - step-by-step instructions
Table of Contents - Click the link below to go to the Excel Report Download
| Table of Contents |
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| Link to Daily Report Results in Box | Short Title | Description |
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MCR122 Excel Download - fund_detail | ||
fund_detail | This query provides the list of all active funds along with their ledger, fund group and fund type. It also provides allocations, transfers, encumbrances, expenditures, fund balance and percentage spent for each fund. Please note: Titles are not included. See appr_invoices_bib_data for Titles with Funds. | |
MCR134 Excel Download - appr_invoices_bib_data | ||
MCR134 Excel download | appr_invoices_bib_data | This report provides the list of approved invoices within a date range along with vendor name, invoice number, fund details and purchase order data. Titles are included. |
MCR157 Excel Download - funds_and_teams_with_expense_class | ||
MCR157 Excel Download | funds_and_teams_with_expense_class | Provides a detailed current date report of funds and teams with amounts spent, encumbered, and remaining. It also shows the expense class. |
MCR165 Excel Download - funds_and_teams | ||
MCR165 Excel Download | funds_and_teams | Provides a current date report of funds and teams with amounts spent, encumbered, and remaining. This report does not include expense class (see CR157). |
MCR175 Excel Download - team_related_split_funds | ||
MCR175 Excel Download | team_related_split_funds | Shows split funds by PO line that enables selectors to filter by the funds for their team while also seeing what other team funds split a purchase order payment with them. |
MCR204 Excel Download - missing_lost_claimed_returned | ||
MCR204 Excel Download | missing_lost_claimed_returned | This query creates a list of missing, lost, and claimed returned items (including equipment) at a given library, and includes item status date, last date and location of check in, and size/pagination. Sorts in call number order. To view results for a particular library, sort your Excel file on the library_name column. To view results for a particular item status (e.g., Missing, Aged to Lost, Lost and Paid), sort your Excel file on the status_name column. |
MCR213 Excel Download - current_encumbrances | ||
MCR213 Excel Download | current_encumbrances | This query finds current encumbrances by fund and fiscal year. It also shows titles and locations.
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