Evergreen Reports
Available Report Templates
Other Resources
Evergreen Reports
Available Report Templates
Other Resources
The templates listed below are not the only templates available, but they are recommended to fulfill common needs.
ACQ copies with shelving location other than ON ORDER (v2)
Shared Folders > Templates > PINESacqadmin > Copies/Items
Copies in Cataloging status older than a date
Shared Folders > Templates > PINESacqadmin > Copies/Items
List of items purchased in a time period
Filters by fund year, fund, and order date
Shared Folders > Templates > PINESacqadmin > Copies/Items
Purchases and their total circulations, filtered on active date and library
Shared Folders > Templates > PINESacqadmin > Copies/Items
List of allocations from funding source
Shared Folders > Templates > PINESacqadmin > Funding Sources
List of funding source credits
Shared Folders > Templates > PINESacqadmin > Funding Sources
Encumbered amounts by fund, filtered by fund year
Shared Folders > Templates > PINESacqadmin > Funds
Fund Allocations
Shared Folders > Templates > PINESacqadmin > Funds
List of fund debits by fund
Shared Folders > Templates > PINESacqadmin > Funds
List of fund IDS
Shared Folders > Templates > PINESacqadmin > Funds
List of fund tags, by fund
Shared Folders > Templates > PINESacqadmin > Funds
List of funds with parameters
Shared Folders > Templates > PINESacqadmin > Funds
Blank invoices
Finds invoices that are marked complete with $0.00 paid
Shared Folders > Templates > PINESacqadmin > Invoices
New EDI invoices (v2)
Shared Folders > Templates > PINESacqadmin > Invoices
Checking Bib Matches on Line Items – Filters by PO create date on/after a date
Shared Folders > Templates > PINESacqadmin > Line Items
Expenditures by provider
Shared Folders > Templates > PINESacqadmin > Providers
Check PO for deleted bib on line items
Shared Folders > Templates > PINESacqadmin > Purchase Orders
List of purchase orders where name contains [something]
Shared Folders > Templates > PINESacqadmin > Purchase Orders
Open Order Report
Shared Folders > Templates > PINESacqadmin > Purchase Orders
POs with order date using an EDI provider
Shared Folders > Templates > PINESacqadmin > Purchase Orders
Source Paths
Encumbered amounts by fund
Shared Folders > Templates > PINESacqadmin > Year End Reports
Fund Summary
Shared Folders > Templates > PINESacqadmin > Year End Reports
Line items that have not been received
Shared Folders > Templates > PINESacqadmin > Year End Reports
Line Items Using Outgoing Fund Year
Shared Folders > Templates > PINESacqadmin > Year End Reports
List of funds with parameters
Shared Folders > Templates > PINESacqadmin > Year End Reports
List of invoices that are not closed (3.2+)
Shared Folders > Templates > PINESacqadmin > Year End Reports
Purchase Order with Pending or On-Order Status
Shared Folders > Templates > PINESacqadmin > Year End Reports