Hi Matthew,
There are 2 URLs for web management reports:
http://yourlibrary/iii/webrpt/app
which is circulation reports only and
http://yourlibrary/manage
which should include all reports including funds. You'll almost certainly see lots of Java error messages in the second link but you should be able to get past them if your Java is up-to-date.
Lucy
-----Original Message-----
From: PHILLIPS M.E. [mailto:[log in to unmask]]
Sent: 10 December 2013 12:31
To: [log in to unmask]
Subject: Re: Exporting fund summaries
Gosh, that's very easy. I did try something like this but I gave up when I found that only the first column could be highlighted. I hadn't realised it would copy the other columns to the clipboard as well!
I had tried printing to e-mail or file, but for some reason that option did not appear in the acquisitions client. Perhaps that's just a matter of set-up.
Liam from Edge Hill replied off-list (because the list refused his message for some reason) suggesting Web Management Reports, which I had forgotten to check. It seems on our system the web management reports only cover circulation stuff, so either we didn't pay for an extra module some time, or I have the wrong URL!
Mieko's method gives me some pointers as to how we could automate another process, so it was well worth asking.
Thank you,
Matthew
> -----Original Message-----
> From: This list is for current and potential users of the Innopac
> system [mailto:[log in to unmask]] On Behalf Of Christopher
> Moll
> Sent: 09 December 2013 17:11
> To: [log in to unmask]
> Subject: Re: Exporting fund summaries
>
> Here is another way to export fund summaries (at least, it works for me):
>
> 1. Choose the group of funds you are interested in.
> 2. Click on the first fund code to highlight it.
> 3. Drag down the fund code column to highlight all the fund codes.
> You can choose to include or exclude the Total.
> 4. Ctrl+C to copy.
> 5. Open an Excel spreadsheet, click in one of the cells, then Ctrl+V to paste.
> 6. You should now have all the funds information in the spreadsheet,
> with the Appropriation, Expenditure, etc, in separate columns.
> 7. The only row that you aren't able to copy is the one with the
> column headers, so you will need to insert that if you need it.
>
> Best wishes,
>
> Christopher
>
>
> ---------------------------------------------------------------------
> Christopher Moll
> Brynmor Jones Library
> University of Hull
>
> Email: [log in to unmask]
>
>
>
> -----Original Message-----
> From: This list is for current and potential users of the Innopac
> system [mailto:[log in to unmask]] On Behalf Of Mieko
> Yamaguchi
> Sent: 09 December 2013 16:53
> To: [log in to unmask]
> Subject: Re: Exporting fund summaries
>
> There must be a more elegant way but this method should work.
> 1. Choose a group of funds to report in the hierarchies 2. Select the
> Report tab and click Start 3. Select Email printer (File Save should
> also work) 4. Print to Email printer 5. Copy and paste the report on
> Notepad and save as *.txt file 6. Open *.txt in Excel, choose the file
> type Fixed width, then if necessary drag break lines to separate the
> columns correctly 7. You may have to deal with the currency symbol by
> find and replace
>
> Mieko
> -
> Mieko Yamaguchi
> Bangor University Library
>
> -----Original Message-----
> From: This list is for current and potential users of the Innopac
> system [mailto:[log in to unmask]] On Behalf Of PHILLIPS M.E.
> Sent: 09 December 2013 15:45
> To: [log in to unmask]
> Subject: Exporting fund summaries
>
> If you go into Millennium acquisitions and click on Funds, there is a
> display of the funds with various columns, such as Appropriation,
> Expenditure, Encumbrance, Free Balance, Cash balance.
>
> Does anyone know of a way to export the information so that we can
> load it into Excel? Our finance person said he used to know of a
> sneaky way to do it which stopped working some years ago, but he
> thought he would ask me which I was fixing something else.....
>
> I cannot see any obvious way of doing this, which seems bizarre. But
> I am really very unfamiliar with this part of Millennium.
>
> Matthew
>
> --
> Matthew Phillips
> Head of Digital and Bibliographic Services, Durham University Library,
> Stockton Road, Durham, DH1 3LY
> +44 (0)191 334 2941
>
>
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