7-2 Weekly Budget Report

Purpose: To compile a report on a weekly basis that shows the most recent fund appropriations, expenditures, encumbrances, and free balances in Sierra.

  1. In Sierra, choose “Funds” under the “Acquisitions” section in the drop-down menu.
  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”.
  7. Report should appear on screen.
  8. Click “Print”.
  9. Choose the option that lets you email report to yourself.
  10. Go into email, copy report, and paste it into a Word doc.
  11. Format it in the following way:
    • Font: Courier New
    • Font size: 8
    • Orientation: Landscape
    • Margins (custom): Top .6, Bottom .4, Left .9, Right .4.
    • Make sure the report displays correctly by ensuring a page number is at the top of every page.
  12. “Save” in Share drive > Weekly Budget Report > FY YY  as wbrYYMMDD.
  13. Distribute report via e-mail to saved professional staff recipients list.