...
| Accounting Reports | ||||||
| CUL Report Code and Link to Query | Last Updated | Report Name | Description | ~Time to run | Related JIRA REP Issues | Setup |
|---|---|---|---|---|---|---|
| CR101 | 07/11/22 | fund_expenditures_by_po_line_invoice_payments | 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. | REP-157, REP-285 | slm5 | |
| CR112 | daily_appr_inv_manuals | used by Accounting for Endowed Daily Approve Invoice by Condition Flag - Manual Check | REP-10 | nb299 | ||
| CR113 | daily_appr_inv_exported | used by Accounting for Endowed Daily Approve Invoice by Condition Flag - Exported Check | REP-10 | nb299 | ||
| CR114 | daily_appr_inv_vendor | used by Accounting for Endowed Daily Approve Invoice by Group, Vendor, Invoice Number, and Invoice Lines to Check Record | REP-10 | nb299 | ||
| CR115 | daily_dist_by_account | used by Accounting for Endowed Payables Distribution by Account | REP-10 | nb299 | ||
| CR116 | 10/12/21 | payables_inv_not_fed_notes | used by Accounting for Endowed Payables Invoices Not Fed | REP-10 | nb299 | |
| CR120 | daily_appr_inv_control | summary of vouchers by account number, including exported and manuals | REP-10 | nb299 | ||
| CR121 | daily_appr_inv_vendor_fund | provides the voucher lines details per vendor invoice and funds and results show vendor invoice payments from transactions on the previous day | REP-10 | nb299 | ||
| CR122 | 9/12/22 | fund_detail | provides fund details summary for active funds | REP-98 | nb299 | |
| CR123 | 7/14/22 | open_orders | provides a list of open purchase orders and their encumbrance and/or amount paid, broken down by purchase order lines | REP-283 | nb299 | |
| CR125 | 7/14/22 | appr_invoices_vendor_funds | Provides the list of approved invoices within a date range along with vendor name, invoice number, fund group and fund used. | REP-82 | nb299 | |
| CR130 | 9/9/21 | fund_expenditures_by_po_line | Shows fund expenditures by purchase order line. Fund data attributes such as fund group, fund type, fund code, transaction type, and transaction type are provided. | REP-157, REP-285 | slm5 | |
| CR132 | 9/28/21 | YTD_acct_bal_by_ledger_univ_acct | This report provides the year-to-date external account cash balance along with total_expenditures, initial allocation, and net allocation. This is an accounting report used for monthly reconciliation. | |||
| CR134 | 9/3/22 | appr_invoices_bib_data | This query provides the list of approved invoices within a date range along with vendor name, invoice number, fund details and purchase order data. It also provides some Bib data, which will be more complete after the release of Folio Kiwi scheduled for November 2021. The elements that will be added are commented out in the main query. | REP-39, REP-83, REP-287 | nb299 | |
| CR135 | 10/4/21 | sum_appr_inv_ledger_acct | This query provides the total of transaction amount by account number along with the finance ledger and finance group within a date range | nb299 | ||
| CR136 | 10/4/21 | appr_inv_per_univ_acct_detail_date_range | This query provides the list of approved invoices within a date range along with teh external account, vendor name, invoice number, and transaction amount. | nb299 | ||
| CR139 | 11/5/21 | daily_FBO_inv_appr_paid_diff_date | This query provides a list of approved invoices that have been paid at a different date. Sometimes Folio won't allow an invoice to get paid and the invoice will only be paid at a later day, after changes have been made. | nb299 | ||
| CR140 | 11/8/21 | fbo_change_in_allocation | This report provides a list of change in allocation per date range. A negative transaction amount is for an increase in allocation and a positive amount is for a decrease in allocation. | nb299 | ||
| CR142 | 12/1/21 | appr_inv_no_transac_date_range | This query provides the list of approved invoices within a date range for which transactions has not been created.This query should not return any data if the system is working properly. | nb299 | ||
| CR179 | 6/23/22 | bursared_items_by_fine_fee_date_and_material_type | This report finds bursared items with fines or fees using the payment method of "CUL Transfer Account" and a fine fee type action of "Transferred Fully." Filters for fine date range and material type are included. | <1 minute | NEW | slm5 |
Acquisitions Reports
| Acquisitions Reports | ||||||
CUL Report Code and Link to Query | Last Updated | Report Name | Description | ~Time to run | Related JIRA REP Issues | Setup |
|---|---|---|---|---|---|---|
| CR109 | standing order purchase orders | daily report run by acquisitions staff to review firm purchase orders against standing purchase orders | REP-283 | np55 | ||
| CR111 | duplicate orders on ISBN | used by Acquisitions to identify recent orders that duplicate already held volumes or that lack standard numbers and require manual searching | REP-281 | np55 | ||
| CR123 | 9/22/21 | open_orders | provides a list of open purchase orders and their encumbrance and/or amount paid, broken down by purchase order lines | REP-283 | nb299 | |
| CR134 | 10/26/2021 | appr_invoices_bib_data | This query provides the list of approved invoices within a date range along with vendor name, invoice number, fund details and purchase order data. It also provides some Bib data, which will be more complete after the release of Folio Kiwi scheduled for November 2021. The elements that will be added are commented out in the main query. | REP-39, REP-83, REP-287 | nb299 | |
...
| Collection Development | ||||||
| CUL Report Code and Link to Query | Last Updated | Report Name | Description | ~Time to run | Related JIRA REP Issues | Setup |
|---|---|---|---|---|---|---|
| CR101 | 7/7/22 | fund_expenditures_by_po_line_invoice_payments | 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. | REP-157, REP-285 | slm5 | |
| CR122 | 9/12/22 | fund_detail | provides fund details summary for active funds | REP-98 | nb299 | |
| CR123 | 7/14/22 | open_orders | provides a list of open purchase orders and their encumbrance and/or amount paid, broken down by purchase order lines | REP-283 | nb299 | |
| CR125 | 7/14/22 | appr_invoices_vendor_funds | Provides the list of approved invoices within a date range along with vendor name, invoice number, fund group and fund used. | REP-82 | nb299 | |
| CR130 | 9/9/21 | fund_expenditures_by_po_line | Shows fund expenditures by purchase order line. Fund data attributes such as fund group, fund type, fund code, transaction type, and transaction type are provided. | REP-157, REP-285 | slm5 | |
| CR131 | 9/24/21 | duplicate instances on ISBNs | This report checks existing instances created within the last 5 days for duplicate records in the system. It shows duplicate records with date created for new duplicates along with local identifiers (899 and 773 MARC fields). It shows both valid and invalid ISBNs. | REP-281 | np55 | |
| CR134 | 9/03/22 | appr_invoices_bib_data | This query provides the list of approved invoices within a date range along with vendor name, finance group name, vendor invoice number, fund details, purchase order details, language, instance subject, and bibliographic format. | REP-39, REP-83, REP-287 | nb299 | |
| CR138 | 11/5/21 | 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. | REP-98 | nb299 | |
| AHR103 | 02/02/2022 | bd_with_annex | This query searches for holdings note type 'Bound with item data' and related item records matched on BC. | np55 | ||
| CR157 | 7/07/22 | 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. | New | jl41, vp25 | |
| CR165 | 7/14/22 | 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). | New | nb299 | |
| CR171 | 5/23/22 | BD_ILL_selectors_report -Part 1 | Lists title, patron group and department (where available) for items borrowed by CUL patrons from other universities on Borrow Direct and Interlibrary Loan. Parameters for loan date range included. | a few seconds | REP-156 | jl41 |
| CR172 | 5/24/22 | BD_ILL_selectors_report - Part 2 | Lists item details for items borrowed from CUL by other universities' patrons on Borrow Direct and Interlibrary Loan. Parameters for loan date range included. | a few seconds | REP-156 | jl41, vp25 |
| CR173 | 5/24/22 | Patron_purchase_requests | Lists patron requests to purchase items, including requestor netid or other requestor information (where available) and item details including location name (from PO lines), fund name, fund code, and total circulation count (all currently only for data in Folio). | a few seconds | NEW | jl41, vp25 |
| CR175 | 6/6/22 | 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. | 1 minute | NEW | nb299 |
| CR181 | 8/2/22 | circ_count_by_instanceHRID | This report returns circ counts from both Voyager and Folio for an individual instance HRID, as selected in the parameters. Title, location, and number of items are also included. | NEW | jl41, vp25 | |
Collection Management Reports
| Collection Management | ||||||
| CUL Report Code and Link to Query | Last Updated | Report Name | Description | ~Time to run | Related JIRA REP Issues | Setup |
|---|---|---|---|---|---|---|
HathiTrust
HathiTrust Reports | ||||||
| CUL Report Code and Link to Query | Last Updated | Report Name | Description | ~Time to run | Related JIRA REP Issues | Setup |
|---|---|---|---|---|---|---|
| CR143_A - BY REQUEST - please use the Request Form to get this report | 12/6/21 | hathitrust_serial_holdings Note: long-running query, results post to local schema | This set of queries creates the list of serials holdings in conforming to this specification that CUL sends to HathiTrust. The queries create 11 intermediate tables that write to the local schema before creating the final dataset. | REP-18 | np55 | |
| CR143_B - BY REQUEST - please use the Request Form to get this report | 12/13/21 | hathitrust_monograph_holdings Note: long-running query, results post to local schema | This set of queries creates the list of single volume monographic (SVM) holdings conforming to this specification that CUL sends to HathiTrust. | REP-18 | np55 | |
| CR143_C - - BY REQUEST - please use the Request Form to get this report | 12/13/21 | hathitrust_multivolume_holdings Note: long-running query, results post to local schema | This set of queries creates the list of multivolume monographic (MVM) holdings conforming to this specification that CUL sends to HathiTrust. | REP-18 | np55 | |
...