Voyager fund reports, run weekly on Tuesdays, are now accessible at the Voyager Fund Reports page.
Log on with your NetID and password.
Once you have logged in, choose the name of the fund manager for whom you wish to run the report, and then click Generate Report. An Excel file will be created which you can then download and review.
Please contact George Gottschalk if you have any questions about a report.
How-to Documents
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Excel for Fund Managers looks at how to sort, filter and sum data in your fund reports. It also has a handy introduction to using Excel, in the appendices.
Want a more in-depth look at how to view your fund reports? Here are some documents to help.
New Fund Managers
Request permission to the online order form. Request can be sent to Stephanie Baker or George Gottschalk.
Request access to YBP’s online ordering system, GOBI, by contacting Tammie Redenbaugh or George Gottschalk.
Fund Reports are available online. You should have access to these automatically. If you do not have access, log a work request with IT. If you are taking over the management of funds from another fund manager, you name will need to be added to the fund reports. Please contact Stephanie Baker or George Gottschalk to have these changes made.
Voyager Fund Reports
Voyager fund reports, run weekly on Tuesdays, are now accessible at the Voyager Fund Reports page.
NOTE: When prompted to log in, you need to type UIUC\ before your NetID. (For example: UIUC\srbaker) NOTE: Some browsers require you to enter UOFI\ instead of UIUC\ before your net ID. If UIUC\ doesn’t work, try UOFI\.
Once you have logged in, choose the name of the fund manager for whom you wish to run the report, and then click Generate Report. An Excel file will be created which you can then download and review.
Voyager Acquisitions vs. Fund Reports
Voyager Acquisitions allows you to view your fund information, by searching (and finding) your ledgers and funds.
Acquisitions draws data from Voyager weekly to create fund reports, which are stored on the Grainger server and can be accessed online.
| Voyage Acquisitions | Acquisitions Fund Reports | |
| – information pulled in real time, always up-to-date | – information pulled weekly; up-to-date as of the date the information was pulled | |
| – clearly states commitments (obligations) and expenditures | – can sort data | |
| – Net allocations are your allocation for the fiscal year, not the original allocation | – fewer Voyager idiosyncrasies | |
| – Less immediately available information on line- or PO-level | – easier to print |
Sorting Data in a Fund Report
Sorting data
- Select the rows to be sorted. Be sure to select the whole row, not just part of a row. For this spreadsheet, you’ll want to select the header row and all the rows below it that contain data.
- Click on Data / Sort.
- Under “Sort by,” notice that the column headers are displayed for you to choose from!
- Choose how you want your data grouped by choosing your sort options.
- For example, if you want to see your “approved” titles grouped together, for the first “sort by”” choose Line_Item_Status_Desc.
- Then elect to make this sort ascending, so all the “Approved” records will be together, the “{Received Completes” will be together, etc.
- You might want to sort within each of these groups. E.g., within the “approved” records, you then want them in order by Title. So, in the “And then by”, select by Title, ascending.
- There are situations where you may want a third sort, too.
Sort by…
PO Line Item Status
Sorting by PO Line Item Status is a good way to tell the status of a monograph – whether its purchase is pending, approved, claimed, cancelled, or if the library has received the monograph.
PO Status
Sorting by PO status is useful when looking at serials.
Payment Current and Estimated Payment
The Estimated Payment is how much you expected to spend for a certain item. The Payment Current shows you how much the item actually cost, how much was taken from your fund in order to pay for the item.
Invoice Status
The invoice status will show the date an item was paid for.
PO_NO
Want to look up the purchase order in Voyager? This is the purchase order number.
Order Date
If an order has a very early date, there may be something wrong with the order. You may want to consider cancelling that order in order to free up funds for new purchases.