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| 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 (see CR202 for newest version of this query) | 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 | |
| CR195 | 1104/14/2213/23 (revised) | expense_transfer | This query is a customization of CR-134 (paid invoices with bib data) for the purpose of identifying expenditures that can be transferred from unrestricted funds to restricted funds. | ~20 seconds | NEW | jl41 |
| CR202 | 3/1/23 | patron_purchase_requests_folio | This query lists all patron purchase requests in Folio, including patron netid (where available), item details, circ count, fund information, and item cost. | NEW | jl41, vp25 | |
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