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8/8/2022: Please note that all dashboards and automated reports impacted by changes to the data structure after the FY22-FY23 Fiscal Year rollover have been reviewed and updated where needed by the reporting team. Report result datasets are now divided into separate fiscal years.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.

These dashboards are restricted to selectors and other authorized staff members. To inquire about access to these dashboards, please submit a request through the Requesting Reporting Help form and specify that you would like access to selector dashboards.

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Accessing and Using Data Dashboards - Detailed Instructions

Description

Tableau Dashboard

Excel Downloads

SQL Code for Source Query

This set of dashboards is arranged by team, and 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 dashboards 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.

Team Related Split Funds FY2023 

CR175 Excel download

CR175 SQL query

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.

Fund Details FY2022

Fund Details FY2023

CR122 Excel downloadCR122 SQL queryProvides
It also provides a detailed current date report of funds and teams with expense class information
and with amounts spent, encumbered, and remaining
. A fiscal year filter is included. 
Funds

Fund Detail with Expense Class

FY2022Funds with Expense Class FY2023



CR122 Excel download

CR157 Excel download

CR165 Excel download

CR157

CR122 SQL query

CR165 SQL query

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. 

Fund Expenditures by PO Line Invoice Payments FY2022

Fund Expenditures by PO Line Invoice Payments FY2023

CR101 Excel downloadCR101 SQL queryNOTE: This dashboard takes a while to load. 

CR157 SQL query

CR165 SQL query

Provides the list of approved invoices along with invoice payment date, vendor name, invoice number, and other details
. Data updated daily.
, starting FY2022 to date. 

Approved Invoices

FY2022CR134

Approved Invoices FY2023


MCR134 Excel download

CR134 SQL queryAnnual 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 2021EBSCO Consolidated Counter ReportN/AAnnual 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

Note: Contains only current fiscal year data. For all years, see dashboard.

MCR134 SQL query

CR134A SQL query

*CR134A is for the LDP database

Provides year to year comparisons of details of e-journals usage by title, publisher, and platform

E-

usage by Platform and Publisher, Annual 2021

journals usage 2020 - 2023


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

CR 171 Excel download

CR 172 Excel download

CR 174 Excel download

(forthcoming)


MCR171 SQL query

MCR172

CR 171

SQL query

CR172

MCR174A SQL query

CR174

MCR174B SQL

query

Query


Lists patron purchase requests since 7-1-22. Details include fund code, LC class, subject, title, holdings location, PO line number, receipt

date

status, request date,

and amount. Filters include PO line receipt status and PO line payment status

amount, and circulation counts after receipt

Note: Requester name is not included to protect patron privacy, also it is often not available in the data. 

Patron Purchase Requests


MCR202
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. Cost by Publisher and Annual Material Expenditures, 2014 - 2023
N/A
Provides counts of research output (faculty and affiliated staff publications) of all Ivies for 2023, by Big 5 publishers (Elsevier, Springer, Taylor & Francis, Wiley, Sage). Open Access type details are also included. Ivies' Research Output by Big 5 Publishers, 2023
N/A
Shows Big 5 publisher/provider costs as a percent of total material expenditures, Cornell research output by top 10 publishers, as well as costs, usage, and research output by all publishers.

2023 CU Publisher Costs, Usage, Research Output


N/A