Acquisitions Reporting?

From: Elizabeth Johnson <lizzzeb_at_GMAIL.COM>
Date: Thu, 25 May 2023 15:16:21 -0400
To: ACQNET_at_LISTS.CLIR.ORG
Hello,

I work in acquisitions at Boston University, and I'm trying to build an internal reporting system that looks at expenditures, encumbrances, what we have left to pay for, specifically for renewing resources in a fiscal year, and I'm trying to explore what other libraries use! I've made a rough draft using Excel Power Query (our data is coming from Alma and Ariba SAP for non-Harrassowitz resources) but I figure it's worth asking around to see what other libraries are doing in terms of reports. Any advice or examples would be appreciated! I don't think we've really had a system here in the past, other than just listing all the resources on a spreadsheet and keeping track that way, and this is the first time I've looked into making reports.

Best,
Elizabeth

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Received on Thu May 25 2023 - 15:25:56 EDT