Skip to main content
ExLibris
  • Subscribe by RSS
  • ExLibris Dev

    Configuring Reporting Codes

    Translatable
    To configure reporting codes, you must have the following role:
    • Acquisitions Administrator
    • General System Administrator
    You define reporting codes that can be used for analyzing acquisitions in subsequent reporting. These codes appear in Alma in a Reporting Codes drop-down list on the PO line Summary tab (see Manually Creating a PO Line). For example, if you have a reporting code for postage, you can then create a report that lists all PO lines that have the postage reporting code. Reporting codes apply to all libraries within your institution.
    You configure reporting codes on the Reporting Code code table page (Acquisitions > Acquisitions Configuration > Configuration Menu > Purchase Orders > Reporting Codes). For more information about code tables, see Code Tables.
    Reporting Code Page
    To add a new reporting code:
    Use the Quick Add section to add a new reporting code. For more information, see Quick Add. You can also import information to the table from an Excel file; see Importing Code Table Information.
    To edit the details of a reporting code:
    1. In the line that you want to change, modify the group code and description, enable/disable the line, move the line up or down in the list, or select the code to be the default value, as required.
    2. Click Save to save your changes.
    To delete a reporting code:
    Click Delete in the line of the code that you want to delete.
    //doorbell.io feedback widged