You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 54 Next »


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.

Access to these datasets is restricted to Cornell Library Selectors. Also see related Selector Data Dashboards. These datasets are restricted to selectors and other authorized staff members.

To inquire about access to these datasets, please submit a request through the Requesting Reporting Help form and specify that you would like access to selector datasets.


INSTRUCTIONS: To download daily report results in Excel format, click the link below to choose the desired dataset in the "Link to Daily Report Results in Box - Set 1 or Set 2."

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



Report Short TitleDescriptionLink 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.

CR101 FY2024 for All Teams

CR101 FY2023 for All Teams



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.

CR122 FY2024 for All Teams

CR122 FY2023 for All Teams







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.

CR123 FY2024 for All Teams


CR123 FY2022 for All Teams

CR123 FY2023 for All Teams



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 FY24 for All Teams

CR134 FY23 for All Teams


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 FY22 for All Teams

CR138 FY23 for All Teams

CR138 FY24 for All Teams


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 FY22 for All Teams

CR157 FY23 for All Teams


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 FY22 for All Teams

CR165 FY23 for All Teams







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.

CR175 FY22 for All Teams

CR175 FY23 for All Teams



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. 

CR204



CR213 Excel Download




CR213 Excel Download

current_encumbrances

This query finds current encumbrances by fund and fiscal year. It also shows titles and locations.


--NOTE: As of 6/21/23, Fully Paid orders may still have a current encumbrance; this is a system issue to be fixed.

CR213 FY23 for All Teams

CR213 FY24 for All Teams







  • No labels