True Fiscal Year Rollover Amounts

fiscal-year, permissions, polaris-acquisitions, polaris-reports

Wes Osborn

True Fiscal Year Rollover Amounts

CLICK THE BLUE PATH LINK TO RUN THE REPORT: Custom > ~Tech Services > True Fiscal Year Rollover Amounts


The fiscal year rollover report from Polaris, created as part of the typical end of year acquisitions process, isn’t alway accurate. Use this report to get a more accurate picture of the amounts that will actually be rolled over after the process has run.

Sample report output (patron information is redacted)