Doorgaan naar de website
OCLC Support

Acquisitions budget entity

  1. Laatst bijgewerkt
  2. Opslaan als pdf
Find information about the Acquisitions budget entity in Amlib OpenReports.

Skills outlined in this Sample are revising those used as last time as well as:

  • Setting the currency Format
  • Setting a Sum Function
  1. Access the Report Designer TAB
  2. Select New from the buttons
  3. The Edit Report Window will display
    clipboard_e0cca043645af639bef4ff4aa2e332cb9.png
  4. Enter a Report Title in the Report Title section. For the sample “Budget 2014 – Committals and Actual expenditure”
  5. Enter a Group since we want to find it later easily – for example Budget
  6. Enter a Sub Group – for example 2014
  7. Choose Report Type from the Drop-down options (Table is default):
    • Table – set out in rows and columns (select for the sample)
  8. Select Orientation
    • Portrait (select for the sample but depends on how many Display fields are selected)
  9. Ignore Show sql
    clipboard_ed5f2943c0c3bee6488cb5182c1c32044.png
  10. Show details: For this sample Report enter
    • All:  Enter the Top value required – for example 10
  11. Show Sub totals: Have this ticked if a Group exists, where subtotals are required
  12. Show total: Have this ticked if main totals are required
  13. Tick Private: Optional - leave this unticked.
  14. Show header on first page: For our sample tick this one if required
  15. Show header on next pages: This is your choice. But for now leave this unticked
    clipboard_e23afdb0664749778a297dbbf2b001b2c.png

Display Fields

  1. Select the Acquisitions Budget Entity
  2. Select required Data Field/s from the Entity and drag and drop to Display – in our sample, we included Budget Group Level 2, Budget Group Level 3, Budget Account, Budget Actual Amount and Budget Commit Amount. It depends on which Data Fields are to be displayed
  3. It is possible to change the Money fields for Actual and Committed Amounts to show as Dollars, by changing the Format to $ <space>0.00 ($ 0.00). Ensure that the Function is set to Sum if using Subtotals and Totals
    clipboard_eb4e0fcfedef48ae2d87d02a5fea71378.png

Group Fields

We selected Budget Group Level 1 as the Group Fields as each Location is a different Level 1. If your Budget has only 1 Level 1 then it maybe more interesting to Group by Budget Level 2 for example

Filter

  1. Drag and drop Budget Financial Year to the Filter Column. Select Equal and use the Drop-down options to select the correct year
    clipboard_e6590088f09dd950d59080dc4081193db.png
  2. If only wanting Committals outstanding for example, it is possible to Drag and drop Acquisitions Budget Commit Account to the Filter column. Select Greater than (>) and enter 0.00

Order

It is useful to have an Order and often depends what the Group is to make it a logical sequence

Preview

Select Preview to view the Report

clipboard_e059c974eb30e1744f4ab564339bcffc3.png

Save

Once the Report is successful, select Save to be available in the Report Viewer

Note: Try adapting this Report by using sequences or combination of Accounts

Report on the most recent Account expenditure for example

Try using a Chart to display the Budget allocations for the year!