Embedded Files
Viewing Fund Balances in Alma
Log in to Alma:
https://na02.alma.exlibrisgroup.com/mng/login?institute=01URI_INST&auth=local
Enter your LDAP credentials.
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I am physically at: None of these
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Click on the word Analytics at the top of your screen and select Fund Report Dashboard.
To Receive Weekly Email Reports with Fund Balance as a PDF Document
Log in to Alma:
https://na02.alma.exlibrisgroup.com/mng/login?institute=01URI_INST&auth=local
Enter your LDAP credentials.
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I am physically at: None of these
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Alma menu => Administration => Analytics => Subscribe to Analytics
As of now (8/2015), there are two reports to subscribe to:
Firm Order Fund Expenditures Report
Foundation Fund Expenditures Report
Both are set to email you a PDF fund report weekly.
To subscribe, click the arrow in the Subscribe column so that it turns yellow.
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