If you have a Funds report for the current fiscal year, you will need to create a new report for the new fiscal year. To create a new report, follow these steps:
Open the Evergreen reporter
Select the Report folder that contains the appropriate Funds report (note: the folder name below is an example; the folder name differs from library to library)
Check the box for the report you would like to edit note: the report name below is an example; the report name differs from library to library)
Select “Edit”
Edit the name of the report (e.g. Funds FY 2022 Report)
Select the current fiscal year value
Click “Del” to delete this value
Enter the new fiscal year in the box
Click “Add”
Leave the Output Options as they are:
Be sure that the “Recurring Report” option is checked
Choose the start date and time for the report; note: the run time should be during off hours.
Change the recurrence interval/report schedule if need be
Edit the email address as needed to ensure that all relevant staff receive copies of the report. Separate email addresses with commas.
Choose a folder for the report
Click “Save as New”
Lastly, go back and delete the previous report as follows:
Go to the appropriate Reports folder
Select the obsolete report
Choose the option to “Delete selected report(s)”
Click “Submit”
