7/1/2022: TEMPORARY ISSUE: PLEASE USE THE FOLIO APP FOR CORRECT FINANCIAL INFORMATION.
PLEASE DO NOT USE ANY DASHBOARDS OR AUTOMATED REPORTS CONTAINING FINANCIAL INFORMATION, AS THERE IS A DATA ISSUE.
IN MANY CASES THERE IS DUPLICATION OF AMOUNTS. THE REPORTING TEAM IS WORKING ON THIS ISSUE.
The following reports are automatically updated every morning by 9:00am. The reports include data that was current in the FOLIO system at the end of the previous business day.
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Results sets are provided for all selector teams and individual selector teams.
Filtering and Sorting Data in Excel File Downloads for Automated Reports - step-by-step instructions
| Table of Contents |
|---|
| Report | Short Title | Description |
|---|
| Link to Daily Report Results in Box by Fiscal Year | |||
|---|---|---|---|
CR101 Excel Download | |||
CR101 Excel Download | fund_expenditures_ by_po_line_invoice_payments | This report shows fund expenditures by purchase order line within a given invoice payment date range. For each purchase order line number, the fund data attributes are shown alongside the purchase order line transaction amount. Multiple fund groups appear by team due to split fund payments. | |
CR122 Excel Download | |||
CR122 Excel Download | fund_detail | This query 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. | |
CR123 Excel Download | |||
CR123 Excel download | open_orders | This report provides a list of open purchase orders and their encumbrance and/or amount paid, broken down by purchase order lines. Note that open orders without transactions will not appear in these results because a fiscal year has been selected. |
CR134 Excel Download | |||
CR134 Excel download | appr_invoices_bib_data | This report provides the list of approved invoices within a date range along with vendor name, invoice number, fund details and purchase order data. |
CR134 for Area Studies
CR134 for Central
CR134 for Cornell Medical
CR134 for Course Reserves
CR134 for Humanities
CR138 Excel Download | |||
CR138 Excel download | orders_split_funds | This query 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. |
CR138 for Area Studies
CR138 for Central
CR138 for Cornell Medical
CR138 for Course Reserves
CR138 for Humanities
CR157 Excel Download | |||
CR157 Excel Download | funds_and_teams_with_expense_class | Provides a detailed current date report of funds and teams with amounts spent, encumbered, and remaining. It also shows the expense class. |
CR157 for Area Studies
CR157 for Central
CR157 for Cornell Medical
CR157 for Course Reserves
CR157 for Humanities
CR165 Excel Download | |||
CR165 Excel Download | funds_and_teams | Provides a current date report of funds and teams with amounts spent, encumbered, and remaining. This report does not include expense class (see CR157). |
CR165 for 2CUL
CR165 for Area Studies
CR165 for Central
CR165 for Cornell Medical
CR165 for Course Reserves
CR175 Excel Download | |||
CR175 Excel Download | team_related_split_funds | Shows split funds by PO line that enables selectors to filter by the funds for their team while also seeing what other team funds split a purchase order payment with them. | |
CR204 Excel Download | |||
CR204 Excel Download | missing_lost_claimed_returned | This query creates a list of missing, lost, and claimed returned items (including equipment) at a given library, and includes item status date, last date and location of check in, and size/pagination. Sorts in call number order. To view results for a particular library, sort your Excel file on the library_name column. To view results for a particular item status (e.g., Missing, Aged to Lost, Lost and Paid), sort your Excel file on the status_name column. | |
CR213 Excel Download | |||
CR213 Excel Download | current_encumbrances | This query finds current encumbrances by fund and fiscal year. It also shows titles and locations.
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