If you have a Funds report for the current fiscal year, you will need to create a new report for the new fiscal year.

1. Open the Evergreen reporter by clicking on the Reports link in the Administration column of the portal page.
2. 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.
3. 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.
4. Click Edit.
5. Edit the Report Name to reflect the new fiscal year.
6. In the Fund → Year box select the fiscal year value and click Del.
7. Enter the new fiscal year in the input box and click Add.
8. Leave the Output Options as they are.
9. Be sure that the Recurring Report option is checked
10. Choose the start date and time for the report. The run time should be during off hours.
11. Change the recurrence interval/report schedule if needed.
12. Edit the email address as needed to ensure that all relevant staff receive copies of the report. Separate email addresses with commas.
13. Choose a folder for the report
14. Click Save as New

1. Go to the appropriate Reports folder
2. Select the obsolete report
3. Choose the option to Delete selected report(s) from the dropdown
4. Click Submit