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.
For Automated Excel downloads for Selector queries, See Automated Selector Reports
Accessing and Using Data Dashboards - Detailed Instructions
Description | Tableau Dashboard | Excel Downloads | SQL Code for Source 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. It also provides a detailed current date report of funds and teams with expense class information. A fiscal year filter is included. | Fund Detail with Expense Class | ||
| Provides the list of approved invoices along with invoice payment date, vendor name, invoice number, and other details. | CR134 SQL query | ||
| Provides year to year comparisons of details of e-journals usage by title, publisher, and platform. | 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 | ||
Lists patron purchase requests since 7-1-22. Details include fund code, LC class, subject, title, holdings location, PO line number, receipt date, request date, and amount. Filters include PO line receipt status and PO line payment status. Note: Requester name is not included to protect patron privacy, also it is often not available in the data. | Patron Purchase Requests | ||
| 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 |