NOBLE Evergreen Documentation

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====== Updating a Funds Report for the New Fiscal Year ======

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 by clicking on the **Reports** link in the Administration column of the portal page.
  - **Select the Report folder** that contains the appropriate Funds report.  :?: The folder name below is an example; the folder name differs from library to library.{{ ::select_reports_folder.png?direct |Select Reports Folder}}
  - **Check the box** for the report you would like to edit.  :?: the report name below is an example; the report name differs from library to library.
  - Click **Edit**.{{ ::select_report_template.png?direct |Select Report Template}}
  - Edit the **Report Name** to reflect the new fiscal year.{{ ::report_edit_name.png?direct |Edit the Name of the Report}}
  - In the **Fund → Year box** select the fiscal year value and click **Del**.{{ ::report_edit_fiscal_year.png?direct |Delete Fiscal Year}}
  - Enter the **new fiscal year** in the input box and click **Add**.{{ ::report_add_new_fiscal_year.png?direct |Add new fiscal year}}
  - Leave the Output Options as they are.{{ ::report_output_options.png?direct |Report Output Options}}
  - Be sure that the **Recurring Report** option is checked
  - Choose the **start date and time** for the report. :!: The run time should be during off hours.
  - Change the recurrence interval/report schedule if needed.
  - Edit the email address as needed to ensure that all relevant staff receive copies of the report. :!: Separate email addresses with commas.{{ ::report_interval_email.png?direct |Report Interval and Email}}
  - **Choose a folder** for the report
  - Click **Save as New**

{{ ::report_save_as_new.png?direct |Save as New}}

===== 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)** from the dropdown
  - Click **Submit**

{{ ::report_delete_report.png?direct |Delete Old Report}}