Hi Teri,

You'll need to use one of the acquisitions-related sources for a report that displays funds. We have a similar report based on the Purchase Order source. From there, if you drill down to Line Items -> Bib ID -> Simple Record Extracts, you should be able to find bibliographic information like title, author, ISBN, etc.

Kathy

On 03/17/2015 10:25 AM, Teri Arp wrote:
I work for an academic library, and I need help building a report. Specifically, I need to know the number of new titles we have acquired during the current fiscal year (or since 7/1/14) that were purchased under a specific fund code. I have attempted to build this based on the "New Titles" report template. However, I keep running into a problem when I try to add the fund code to the report--I can't seem to locate a Source Name where all this information "lives together" to be used in building a report. The closest thing I can find is the LineItem Worksheet in the Acquisitions Module, but that doesn't appear as a Source in my report builder.

Ideally, I would like the displayed fields to be Fund, Title, and Author. The base filter would be Circulating Library and Fiscal Year or a way to pull everything between 2 given dates. If there were a way to make the Fund Code be chosen from a selection box rather than a fill-in-the-blank field, it would be tremendously helpful.

If anyone has any suggestions, or has a similar template they could share, I would appreciate it! Thanks!
--
Teri Arp
Acquisitions Specialist
B. L. Fisher Library
Asbury Theological Seminary
204 N. Lexington Ave
Wilmore KY  40390

--
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
[email protected]
Twitter: http://www.twitter.com/kmlussier

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