7-2 Weekly Budget Report

Purpose: To compile a report that shows the most recent fund appropriations, expenditures, encumbrances, and free balances in Sierra. This is usually created on a weekly basis as part of 6-4 Interface, Step 4: Reports and Final Paperwork, but can be created at any time as needed.

  1. In Sierra, go to the drop down menu at the top right of the screen, scroll to the “Acquisitions” section, and click on “Funds”.
  2. Click on “Hierarchies” on the left-hand side of the screen.
  3. In the middle of the screen, double click on “UM Libraries”
  4. Click on the black “Report” tab to the left of that screen
  5. In the report header field, enter: Weekly Budget Report mm/dd/yy
  6. Click “Start”. A preview of the report should appear.
  7. Click “Print”, choose “email printer”, and click Ok
  8. Enter your maine.edu email address and click Ok. The report will be sent to your inbox.
  9. In SharePoint, go to UM-FL Acquisitions > Weekly Budget Report > FY## Weekly Budget Report folder, and open a new Word document.
  10. Go to your inbox and open the email containing the report
  11. Scroll down to the bottom of the email and click on “View entire report”
  12. Copy the text from the “entire report” view and paste it into the Word document you just opened
  13. “Select all” text
  14. Change the font to “Courier New”, Size: 8
  15. Go to “Layout” tab
  16. Change “Orientation” to “Landscape”
  17. Under “Margins” > “Custom Margins”, set the margins to the following:
    • top: 0.3”
    • bottom: 0.2”
    • right: 0.4″
    • left: 0.4″
  18. Under “Spacing” change both the “Before” and “After” fields to “Auto”
  19. The page breaks should now appear just above the heading “University of Maine Sytem (mmddyy) Page #” on each page. To confirm, got to “File” > “Print”> “Print this document”. The “preview” should show the correct page breaks. Click on “cancel” to exit
  20. Rename the report using the following format: wbryymmdd (SharePoint will automatically save the report in the designated folder)