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Description | Tableau Dashboard | Excel Downloads | SQL Code for Source Query |
|---|---|---|---|
| This dashboard provides the list of split funds purchases for a purchase order line that has multiple funds used along with the transaction amount for each fund and the percentage spent. The dashboard will show all titles paid for by the selected fund as well as all affiliated funds (from any team) that were also used to pay for those titles. | Orders Split Fund | ||
| This dashboard provides the list of all active funds along with their ledger, fund group and fund type. It also provides allocations, transfers, encumbrances, expenditures, fund balance and percentage spent for each fund. As well, it separately shows funds with $0.00 available balance. It also provides a detailed current date report of funds and teams with expense class information. A fiscal year filter is included. | Fund Detail with Expense Class | ||
| Shows fund expenditures by purchase order line. For each purchase order line number, details shown are fund ID, fund code, fund name, fund group, fund type and purchase order line transaction amount. Filters are included for all these details as well as for transaction type (credit or payment). When the transaction type is "Payment," the transaction amount is shown as a positive value. When the transaction type is "Credit," the transaction amount is shown as a negative amount. | CR101 Excel download | CR101 SQL query | |
| Provides the list of approved invoices along with invoice payment date, vendor name, invoice number, and other details. | CR134 SQL query | ||
| Annual data from EBSCO Consolidated files, received twice a year. Data not available in Folio. Data compiled by Sally Lockwood (sjl8) and made available in a BOX folder. | E-usage by Title, Annual 2021 | EBSCO Consolidated Counter Report | N/A |
| Annual data from EBSCO Consolidated files, received twice a year. Data not available in Folio. Data compiled by Sally Lockwood (sjl8) and made available in a BOX folder. | E-usage by Platform and Publisher, Annual 2021 | EBSCO Consolidated Counter Report | N/A |
| Provides counts as well as details of BD/ILL loans from CUL to other universities, and from other universities to CUL. For loans to CUL, title names are available, but no further information about the title is available. Patron group and department names are included when available. | Borrow Direct/Interlibrary Loans Counts and Details | ||
Lists patron purchase requests since 7-1-22. Details include fund code, LC class, subject, title, holdings location, PO line number, receipt date, request date, and amount. Filters include PO line receipt status and PO line payment status. Note: Requester name is not included to protect patron privacy, also it is often not available in the data. | Patron Purchase Requests | ||
| Provides annual cost data for selected publishers/providers, with comparisons of annual changes, and of shares in total material expenditures. Bar graphs as well as tables provide different levels of detail; a forecast view at the end shows projected increases. | Publisher Costs and Annual Material Expenditures, 2014 - 2023 | N/A |