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OCLC Support

How can I get a list of all my gifts or donations for a year?

Symptom
  • You need a report of all donations given to your library over a specific year.
Applies to
  • WMS Acquisitions
Resolution

You can get this list and a total for the items through the Order Items list.  To do so, follow these steps:

  1. Go to  WorldShare > Acquisitions > Orders > Order Items
  2. Select the Order Number index 
  3. Enter PO-<year you want the report for> (ex. PO-2020) in the search box
  4. Set the Order type filter to Gift/Donation

 

Page ID
36706

 

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