How can I export a list of all funds my institution has configured?
Applies to
- WorldShare Acquisitions
Answer
You can export the list of funds by exporting the budget for the year you need. To do so:
- Open the Acquisitions module
- Click Budgets on the left side
- Select the budget you wish to display and click Edit
- With the budget open, use the arrows in the first column to expand all funds, if necessary
- Click the Export icon directly above the table to Export as CSV