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Report Title

  • UW Library Acquisitions Firm Budget Statement
  • UW Library Acquisitions Monograph Budget Statement
  • UW Library Acquisitions Budget Statement
  • UW Library Miscellaneous and Non Capital Budget Statement
  • UW Library Approval Plan Statement

Report Reference #

acq-200110-78, 79, 80, 81, 82

Revision Date

2011-05-19

Requestor

IRMC (uw)

 

Impromptu File Name

Directory

Catalogue Name

  • uw_budget_firm.imr
  • uw_budget_book.imr
  • uw_budget_no_approvals.imr
  • uw_budget_misc_&_noncap.imr
  • uw_budget_approvals.imr
C:\Impromptu Web Reports\Acquisitions C:\Impromptu Web Reports\acquisitions\acquisitions-serials.cat

 

Web File Name ( login)

Web News Box

UW Reports and Cubes/Acquisitions

 

Report Description:

The UW Library Acquisitions Firm Budget Statement lists fund allocations, expenditures, commitments, available balances and percentages for departmental firm order funds. Departmental funds are grouped by faculty and totals are included at the faculty level.

The UW Library Acquisitions Monograph Budget Statement lists fund allocations, expenditures, commitments, available balances and percentages for departmental firm and open order funds. Departmental funds are grouped by department and faculty and totals are included at these levels. Totals for the UW monograph ledger are also included. (Note: the totals reported for the UW monograph ledger may be more than the sum of the amounts of the funds listed in the report. Funds not included in the report contribute to the discrepancy.)

The UW Library Acquisitions Budget Statement lists fund allocations, expenditures, commitments, available balances and percentages for departmental firm, open and serial order funds. Departmental funds are grouped by department and faculty and totals are included at these levels. Totals for the UW approvals, monograph and serial ledgers are also included. (Note: the totals reported for the ledgers may be more than the sum of the amounts of the funds listed in the report. Funds not included in the report may contribute to the discrepancy.)

The UW Library Miscellaneous and Non Capital Budget Statement lists fund allocations, expenditures, commitments, available balances and percentages for funds in the UW Miscellaneous and Services Non-Capital ledgers.Totals for the UW approvals, monograph, serial, miscellaneous and services non-capital ledgers are also included.

The UW Library Approval Plan Statement lists fund allocations, expenditures, commitments and balances for the UW Approvals ledger. Expenditures and commitments are listed for each departmental fund. Departmental funds are grouped by faculty with totals at the faculty level. (Note: the totals reported for the ledger may be more than the sum of the amounts of the funds listed in the report. Funds not included in the report may contribute to the discrepancy.)

 

Prompt

Type

Description

Select fiscal period

Picklist

Select the fiscal period that you want the report based on

Highlight funds with commit spent % <

Type in

Enter the percent for highlighting (funds with a Commit+spent percent less than this number will be highlighted on the report - enter 0 to highlight no funds)

This prompt does not apply to all budget reports.

 

Filters:

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Data Elements:

Important Notes:

Estimated run time:

1 minute

Report Developer:

Gail Sperling