For information about standards for contributing report queries to the CUL FOLIO Canned Reports Directory, please
refer to the CUL FOLIO Report Development Standards.
Click the link below to go to the reports list you wish to view.
Filter Directory (In Progress)
For a list of parameters (options to use as a filter), see the Filter Directory. Options for filtering your report results are typically entered in the WITH statement at the top of the query. For example, to get report results associated with a specific location, such as items stored at Olin Library, you would enter "Olin" as the location parameter option in the WITH statement. This would limit your results set to items in Olin Library.
All Reports
All Reports | ||||||
| CUL Report Code and Link to Query | Last Updated | Report Name | Description | ~Time to run | Related JIRA REP Issues | Setup |
|---|---|---|---|---|---|---|
| CR100 | 1/14/22 | loans_counts | loans by location | REP-103 | vp25 | |
| CR101 | 11/29/21 | 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 | |
| CR102 | 7/27/21 | title_count *WARNING: long-running query! | provides title counts for non-electronic resources cataloged in inventory by various filters | REP-230 | slm5 | |
| CR103 | 4/12/22 | annex_non_circulating_items | This query finds items at the Annex that have a "non-circulating" permanent loan type, excluding rare and special collections. It also finds items with an hourly loan type. | ~1 minute | jl41 | |
| CR104 | 11/19/21 | claimed_returned | shows a list of items that patrons claim they have returned, but are not showing as checked in by the system (where the item status is 'claimed returned'). | REP-203 | vp25 | |
| CR105 | 11/16/21 | item_related_exceptions | shows a list of exceptions, which are actions taken by an operator (staff member) and are recorded in the circulation log. An example is when an item has been manually discharged or discharged by an operator. | REP-278 | vp25 | |
| CR106 | 12/14/21 | missing_items | creates a list of missing items at a given library, and includes missing date and size/pagination. Sorts in call number order. | REP-152 | vp25 | |
| CR107 | 01/31/22 | requests | list of patron requests within a specified date range, and by request type. | REP105; REP-143; REP-274; REP-275 | vp25, jl41 | |
| CR108 | 7/27/21 | services_usage | number of circulation transactions by service-point and transaction type, with time aggregated to date, day of week, and hour of day. | REP-243 | vp25 | |
| CR109 | 7/1/21 | standing_order_purchase_orders | This is a daily report run by acquisitions staff to review firm purchase orders against standing purchase orders. The report includes po number, po line number, po create date, vendor code, order status, BIB ID (from MARC), po line number, po line item id, series statement (490/830 tag from MARC). | REP-283 | np55 | |
| CR110 | 7/27/21 | item count *WARNING: long-running query! | provides a summary of item and piece counts for non-electronic resources cataloged in the Inventory, by various filters | REP-19 REP-20 REP-21 REP-229 REP-231 | nb299 | |
| CR111 | 6/21/21 | 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 | |
| CR112 | 7/8/21 | daily_appr_inv_manuals | used by Accounting for Endowed Daily Approve Invoice by Condition Flag - Manual Check | REP-10 | nb299 | |
| CR113 | 7/8/21 | daily_appr_inv_exported | used by Accounting for Endowed Daily Approve Invoice by Condition Flag - Exported Check | REP-10 | nb299 | |
| CR114 | 7/8/21 | 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 | 8/3/21 | 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 | |
| CR117 | 7/12/21 | acrl_circulation | used for ACRL circulation count reporting | UXPROD-1915 | vp25 | |
| CR118 | 12/14/21 | items_lost_in_transit | List of items where item status is 'in transit' but they haven't been checked in at the home location (permanent location) after a specified time period. Therefore the items might have been lost or misplaced on their way back to their home location. | REP-190 | vp25 | |
| CR119 | 7/28/21 | patron_list | List of patrons including patron details and group type (faculty, undergrads, etc.) | REP-220 | vp25 | |
| CR120 | 7/8/21 | daily_appr_inv_control | summary of vouchers by account number, including exported and manuals | REP-10, REP-284 | 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 | 9/13/21 | fund_detail | 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. | REP-98, REP-286, REP-287 | nb299 | |
| 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 | |
| CR124 | 11/19/21 | lost_paid_returned NOTE: under review; contact jl41 or vp25 | list of items that were lost and paid for by the patron, but later found and returned. Identifies items for which patrons need to be reimbursed. | REP-88 | vp25 jl41 | |
| CR125 | 8/20/21 | 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 | |
| CR126 | 02/01/22 | Borrow_direct_interlibrary_loan_recalls | Provides a list of items owned by CUL and borrowed by BD/ILL patrons, that have been recalled and have not yet been received (based on the current date). Also includes recall date and number of days overdue. | REP-272 | vp25 jl41 | |
| CR127 | 12/10/21 | Borrow_direct_interlibrary_loan_overdue_items | Provides a list of items owned by CUL and borrowed by BD/ILL patrons, that are overdue. | REP-272 | vp25 | |
| 12/17/21 | ceased_or_cancelled_serials_with_annex_matches | Provides a list of ceased or cancelled serials based on the specified location and shows matches to the annex where they exist. The holdings summary for both the specified location and the annex location are displayed. | REP-215 | jl41, vp25 | ||
| CR129 | 8/27/21 | pol_notes | Lists purchase order lines with internal notes associated with each of those lines | REP-280 | np55 | |
| 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 | |
| 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. | |||
| CR133 - BY REQUEST - please use the Request Form to get this report | 12/10/21 | shelf_list_duplicate_flagging | Shows all holdings in a specified location along with holdings for the same titles in other libraries. NOTE: Results are tricky to interpret; please contact jl41 or vp25 | New | jl41, vp25 | |
| CR134 | 3/21/22 | 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 | |
| CR135 | 11/5/21 | 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 the external account, vendor name, invoice number, and transaction amount. | nb299 | ||
| CR137_1 | duplicate_invoices_1000+ | This query searches for duplicate invoices within 360 days with $1,000+ total amount of the invoice accordingly. | np55 | |||
| CR137_2 | duplicate_invoices_lessthan1000 | This query searches for duplicate invoices within 180 days with less than $1,000 total amount of the invoice accordingly. | np55 | |||
| CR138 | 6/7/22 | orders_split_funds | This query provides the list of split funds purchases for an invoice line that has multiple funds used and the transaction amount for each fund and the percentage spent. | REP-98 | 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 | ||
| CR141 | 11/18/21 | lost_bursared_returned | This report finds all items that were billed as lost, then bursared, and later returned. Folio marks such bills as "refunded fully," but in fact refunds have to be processed manually. This report allows you to identify charges that must get manual refunds. | New | jl41, vp25 | |
| 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 | ||
| 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 | |
CR144 - BY REQUEST - please use the Request Form to get this report | 4/26/22 | volume_count_adc* Note: long-running query, results post to local schema *adc = Annual Data Collection NOTE: Need to add retro statistics | This set of queries provides volume count statistics for Cornell annual statistics reports by unit and by "on campus" versus the Annex. The counts generated include total volumes held, volumes added, and volumes added retrospectively. | REP-21 | np55 | |
| CR145 | 01/28/22 | Equipment_with_holdings_checkouts_statCodes | This report shows all laptops and equipment for a given library, with total checkouts and renewals as of today's date. It includes patron group name as well as stat codes to indicate whether the item has been archived or not. | REP-291, REP-103 | jl41, vp25 | |
| CR146 | 01/11/22 | missing_items_date_ranges | This report shows items where the item status is 'Missing'. It is different from CR106 in that it includes parameters for filtering results by the last 2 weeks, the last 6 months, the last year, the last 2 years, and a freeform start date and end date. | REP-152 | slm5, vp25, jl41 | |
| CR147_A - BY REQUEST - please use the Request Form to get this report | 01/14/22 | annual_circ_non_cons_pg_stats | Annual circulation statistics (charges and renewals) by library, patron group and collection type (regular, reserve, laptop, equipment) | REP-195 | jl41 | |
| CR147_B - BY REQUEST - please use the Request Form to get this report | 01/14/22 | annual_circ_cons_pg_stats | Annual circulation statistics by consolidated patron group | REP-195 | jl41 | |
| CR148 | 01/19/22 | Expired_patrons_with_unreturned_overdue books | Finds all expired patrons with unreturned overdue books (most are lost). Shows book details and some patron information (net ID, patron group). | REP-292 | jl41, vp25 | |
| CR149 | 01/28/22 | Checkouts_by_loan_policy_and_material_type _overview | Overview of checkouts by owning library, loan policy and material type. Allows you to see how libraries are circulating their equipment. | New | jl41, vp25 | |
| CR150 - BY REQUEST - please use the Request Form to get this report | 01/28/22 | Physical_and_Ereserve_stats | Reserve statistics for a given semester, for both e-reserve and print reserve. Requires separate queries to pull out data from Ares, which is then imported into the LDP. NOTE: This query is for Fall 2021, and needs to be updated for Spring 2022, as it needs fresh ARES data for each semester. | REP-106 | Jl41, vp25 | |
| CR151 | 01/28/22 | checkouts_by_userid | Finds checkouts by a specific userid. This report is used to get a list of checkouts for an individual patron. It also contains patron information. | New | jl41, vp25 | |
| CR152 | 02/10/22 | patron_groups_with_demographics | This report groups and counts active patrons by college and department. | REP-271 | jl41, vp25 | |
| CR153 | 02/10/22 | active_patrons_with_demographics | This report provides a list of all active patrons, along with their demographics (name, netid, college, department, patron group). | REP-271 | jl41, vp25 | |
| CR154 | 06/09/22 | titles_by_subject_and_language | Shows titles held by subject, format, language, and location. | REP-229 | np55, jl41 | |
| CR155 | 02/22/22 | Title_count_by_fiscal_year_Voyager | Provides a count of titles acquired by fiscal year in a given location, using pre-Folio data from Voyager. This report does not contain subject headings. Needs access to VGER data. | New | jl41, vp25 | |
| CR156 - BY REQUEST - please use the Request Form to get this report | 02/28/22 | Historical_charges_from_Voyager | Provides a count of historical charges. This query can be modified to get item level details. Although it is possible to use filters such as location, call number, item type, item create date, material type, and Voyager bib ids, the filters in this report are hard-coded, as they are a complex set of filters. Please ask Joanne Leary for assistance. Details at the item level are not available. Needs access to VGER data. | New | jl41, vp25 | |
| CR157 | 03/08/22 | 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 | |
| CR158 | 02/18/22 | Circ_stats_1_checkouts | Checkouts of the last month by library, patron group, and material type. | New | jl41, vp25 | |
| CR159 | 02/18/22 | Circ_stats_2_requests | Compilation of requests grouped by date, owning library, location, type of requests, status of requests, pickup point, type of service point, patron group name, and material type. | New | jl41, vp25 | |
| CR160 - BY REQUEST - please use the Request Form to get this report | 3/28/22 | soundrec_piece_ct_adc Note: long-running query, some results post to local schema *adc = Annual Data Collection | This set of queries provides sound recording piece count statistics for Cornell annual statistics reports, by unit "on campus," and by unit at the Annex. | 14 minutes | New | lm15 |
| CR161 - BY REQUEST - please use the Request Form to get this report | 3/28/22 | vidrec_piece_ct_adc Note: long-running query, some results post to local schema *adc = Annual Data Collection | This set of queries provides video recording piece count statistics for Cornell annual statistics reports, by unit "on campus," and by unit at the Annex. | 8 minutes | New | lm15 |
| CR162 - BY REQUEST - please use the Request Form to get this report | 5/10/22 | title_count_non-micr-physical_adc_stats Note: long-running queries; some results post to local schema | Count of all physical titles except those in microform format, by bib format. | 9 minutes | REP-230adc1 | lm15 |
| CR163 - BY REQUEST - please use the Request Form to get this report | 5/10/22 | title_count_micro_adc_stats Note: long-running queries; some results post to local schema | Count of microform titles, by bib format. | 7 minutes | REP-230adc2 | lm15 |
| CR164 - BY REQUEST - please use the Request Form to get this report | 5/10/22 | title_count_servremo_adc_stats Note: long-running queries; some results post to local schema | Count of serv,remo titles, by bib format. | 7 minutes | REP-230adc3 | lm15 |
| CR165 | 3/8/22 | 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 | jl41, vp25 | |
| CR166 | 4/14/22 | pcc_records_cataloged_by_user | lists PCC records cataloged by a given user | New | np55 | |
| CR167 | 4/27/22 | expired_patron_with_unreturned_overdue_books | Finds all expired patrons with unreturned overdue books (most are lost). Shows book details and some patron info (net ID, patron group). | < 1 minute | New | jl41 |
| CR168 | IN REVIEW 5/11/22 | physical_serial_titles_currently_received_adc | Count of physical serial titles currently received for the annual data collection. | ~3 minutes | part of REP-228 | np55, lm15 |
| CR169 | 5/11/22 | database_count_adc | Gets counts of databases for ACRL and NCES reporting. | ~6 minutes | part of REP-41 | np55, lm15 |
| CR170 | 5/12/22 | item_status_in_process | Shows items that still have an "in Process" status, which may indicate that they were not properly discharged when they were received at the owning library (after being cataloged). | < 1 minute | NEW | jl41, vp25 |
| 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 |
| 5/24/22 | Patron_purchase_requests | Lists patron requests to purchase items, and item details including location name (from PO lines), fund name, fund code, and total circulation count (all currently only for data in Folio). Also includes requestor netid or other requestor information (where available). | a few seconds | NEW | jl41, vp25 | |
| CR174 | 5/25/22 | BD_ILL_counts | Consists of two separate queries. The first one provides a count of BD and ILL loans from CUL to other universities. The second one provides a count of BD and ILL loans to CUL from other universities. The two queries must be run individually. | a few seconds | REP-156 | 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 | np55, vp25 |
| CR176 | 6/7/22 | annex_duplicates NOTE: Requires a list of item barcodes to be brought into the local schema. | This report matches items from an imported list of barcodes to holdings at the Annex. The purpose is to identify duplicate holdings to prevent them from being sent to the Annex. | NEW | jl41 | |
| CR177 | 6/7/22 | items_in_process | This report finds items with an 'In process' status. Typically, a newly cataloged book is sent to the owning library 1-3 days after being cataloged and bookmarked, where it is discharged, which changes the status from “In process” to “Available.” This report shows books that still have an 'In process' status (status date shown), which may be those that were received but haven’t been discharged before they were shelved. The only parameter is for owning library. The catalog link is shown to make it easy to view the display in the catalog. | NEW | jl41 | |
| CR178 | 6/8/22 | cataloger_counts | ||||
Access Services Reports
| Access Services reports | ||||||
| CUL Report Code and Link to Query | Last Updated | Report Name | Description | ~Time to run | Related JIRA REP Issues | Setup |
|---|---|---|---|---|---|---|
| CR100 | 1/14/22 | loans_counts | loans by location | REP-103 | vp25 | |
| CR102 | title_count | provides title counts for non-electronic resources cataloged in inventory by various filters | REP-230 | slm5 | ||
| CR103 | 4/12/22 | annex_non_circulating_items | This query finds items at the Annex that have a "non-circulating" permanent loan type, excluding rare and special collections. It also finds items with an hourly loan type. | ~1 minute | jl41 | |
| CR104 | 11/19/21 | claimed_returned | shows a list of items that patrons claim they have returned, but are not showing as checked in by the system (where the item status is 'claimed returned'). | REP-203 | vp25 | |
| CR105 | 11/16/21 | item_related_exceptions | shows a list of exceptions, which are actions taken by an operator (staff member) and are recorded in the circulation log. An example is when an item has been manually discharged or discharged by an operator. | REP-278 | vp25 | |
| CR106 | 12/14/21 | missing_items | creates a list of missing items, and includes all item details. | REP-152 | vp25 | |
| CR107 | 01/31/22 | requests | list of patron requests within a specified date range, and by request type. | REP105; REP-143; REP-274; REP-275 | vp25, jl41 | |
| CR108 | services_usage | number of circulation transactions by service-point and transaction type, with time aggregated to date, day of week, and hour of day. | REP-243 | vp25 | ||
| CR110 | item count | provides a summary of item and piece counts for non-electronic resources cataloged in the Inventory, by various filters | REP-19 REP-20 REP-21 REP-229 REP-231 | nb299 | ||
| CR117 | acrl_circulation | used for ACRL circulation count reporting | UXPROD-1915 | vp25 | ||
| CR118 | 12/14/21 | items_lost_in_transit | List of items where item status is 'in transit' but they haven't been checked in at the home location (permanent location) after a specified time period. Therefore the items might have been lost or misplaced on their way back to their home location. | REP-190 | vp25 | |
| CR119 | patron_list | List of active patrons including patron details and group type (faculty, undergrads, etc.) | REP-220 | vp25 | ||
| CR124 | 11/19/21 | lost_paid_returned NOTE: under review; contact jl41 or vp25 | list of items that were lost and paid for by the patron, but later found and returned. Identifies items for which patrons need to be reimbursed. | REP-88 | vp25 | |
| CR126 | 12/09/21 | Borrow_direct_interlibrary_loan_recalls | Provides a list of items owned by CUL and borrowed by BD/ILL patrons, that have been recalled. | REP-272 | vp25 | |
| CR127 | 12/10/21 | Borrow_direct_interlibrary_loan_overdue_items | Provides a list of items owned by CUL and borrowed by BD/ILL patrons, that are overdue. | REP-272 | vp25 | |
| 12/17/21 | ceased_or_cancelled_serials_with_annex_matches | Provides a list of ceased or cancelled serials based on the specified location and shows matches to the annex where they exist. The holdings summary for both the specified location and the annex location are displayed. | REP-215 | jl41, vp25 | ||
| CR145 | 01/28/22 | Equipment_with_holdings_checkouts_statCodes | This report shows all laptops and equipment for a given library, with total checkouts and renewals as of today's date. It includes patron group name as well as stat codes to indicate whether the item has been archived or not. . | REP-291, REP-103 | jl41, vp25 | |
| CR148 | 01/19/22 | Expired_patrons_with_unreturned_overdue books | Finds all expired patrons with unreturned overdue books (most are lost). Shows book details and some patron information (net ID, patron group). | REP-292 | jl41, vp25 | |
| CR149 | 01/28/22 | Checkouts_by_loan_policy_and_material_type _overview | Overview of checkouts by owning library, loan policy and material type. Allows you to see how libraries are circulating their equipment. | New | jl41, vp25 | |
| CR150 | 02/02/22 | Physical_and_Ereserve_stats | Reserve statistics for a given semester, for both e-reserve and print reserve. Requires separate queries to pull out data from Ares, which is then imported into the LDP. NOTE: This query cannot be run unless data from ARES are imported into the LDP. | REP-106 | jl41, vp25 | |
| CR151 | 01/28/22 | checkouts_by_userid | Finds checkouts by a specific userid. This report is used to get a list of checkouts for an individual patron. It also contains patron information. | New | jl41, vp25 | |
| CR152 | 02/10/22 | patron_groups_with_demographics | This report groups and counts active patrons by college and department. | REP-271 | jl41, vp25 | |
| CR153 | 02/10/22 | active_patrons_with_demographics | This report provides a list of all active patrons, along with their demographics (name, netid, college, department, patron group). | REP-271 | jl41, vp25 | |
| CR155 | 02/22/22 | Title_count_by_fiscal_year_Voyager | Provides a count of titles acquired by fiscal year in a given location, using pre-Folio data from Voyager. This report does not contain subject headings. Needs access to VGER data. | New | jl41, vp25 | |
| CR156 | 02/28/02 | Historical_charges_from_Voyager | Provides a count of historical charges. This query can be modified to get item level details. Although it is possible to use filters such as location, call number, item type, item create date, material type, and Voyager bib ids, the filters in this report are hard-coded, as they are a complex set of filters. Please ask Joanne Leary for assistance. Details at the item level are not available. Needs access to VGER data. | New | jl41, vp25 | |
| CR158 | 02/18/22 | Circ_stats_1_checkouts | Checkouts of the last month by library, patron group, and material type. | New | jl41, vp25 | |
| CR159 | 02/18/22 | Circ_stats_2_requests | Compilation of requests grouped by date, owning library, location, type of requests, status of requests, pickup point, type of service point, patron group name, and material type. | New | jl41, vp25 | |
| CR170 | 5/12/22 | item_status_in_process | Shows items that still have an "in Process" status, which may indicate that they were not properly discharged when they were received at the owning library (after being cataloged). | < 1 minute | NEW | jl41, vp25 |
| 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 |
| CR177 | 6/7/22 | items_in_process | This report finds items with an 'In process' status. Typically, a newly cataloged book is sent to the owning library 1-3 days after being cataloged and bookmarked, where it is discharged, which changes the status from “In process” to “Available.” This report shows books that still have an 'In process' status (status date shown), which may be those that were received but haven’t been discharged before they were shelved. The only parameter is for owning library. The catalog link is shown to make it easy to view the display in the catalog. | NEW | jl41 | |
Accounting Reports
| Accounting Reports | ||||||
| CUL Report Code and Link to Query | Last Updated | Report Name | Description | ~Time to run | Related JIRA REP Issues | Setup |
|---|---|---|---|---|---|---|
| CR101 | 11/29/21 | 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 | 9/13/21 | fund_detail | provides fund details summary for active funds | REP-98 | nb299 | |
| 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 | |
| CR125 | 8/20/21 | 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 | 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 | |
| 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 | ||
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 | |
Annual Statistics Reports
Documentation (in progress) on how these reports are being used for the CUL annual data collection and for national reporting is available on the FOLIO Annual Statistics Documentation page.
| Annual Statistics Reports | ||||||
CUL Report Code and Link to Query | Last Updated | Report Name | Description | ~Time to run | Related JIRA REP Issues | Setup |
|---|---|---|---|---|---|---|
| CR144 - BY REQUEST - please use the Request Form to get this report | 4/26/22 | volume_count_stats Note: long-running query, results post to local schema | newly created and total existing volume count statistics for Cornell annual statistics reports by unit and on campus versus the annex | np55 | ||
| CR147_A - BY REQUEST - please use the Request Form to get this report | 1/14/22 | annual_circ_non_cons_pg_stats | Annual circulation statistics (charges and renewals) by library, patron group and collection type (regular, reserve, laptop, equipment) | REP-195 | jl41 | |
| CR147_B - BY REQUEST - please use the Request Form to get this report | 01/14/22 | annual_circ_cons_pg_stats | Annual circulation statistics by consolidated patron group | REP-195 | jl41 | |
| CR160 - BY REQUEST - please use the Request Form to get this report | 3/28/22 | soundrec_piece_ct_adc Note: long-running query, some results post to local schema *adc = Annual Data Collection | This set of queries provides soundrecording piece count statistics for Cornell annual statistics reports, by unit "on campus," and by unit at the Annex. | 14 minutes | New | lm15 |
| CR161 - BY REQUEST - please use the Request Form to get this report | 3/28/22 | vidrec_piece_ct_adc Note: long-running query, some results post to local schema *adc = Annual Data Collection | This set of queries provides videorecording piece count statistics for Cornell annual statistics reports, by unit "on campus," and by unit at the Annex. | 8 minutes | New | lm15 |
| CR162 - BY REQUEST - please use the Request Form to get this report | updated 5/10/22 posted 3/3/22 | title_count_non-micr-physical_adc_stats Note: long-running queries; some results post to local schema | Count of all physical titles except those in microform format, by bib format | 9 minutes | REP-230adc1 | lm15 |
| CR163 - BY REQUEST - please use the Request Form to get this report | updated 5/10/22 posted 3/3/22 | title_count_micro_adc_stats Note: long-running queries; some results post to local schema | Count of microform titles, by bib format. | 7 minutes | REP-230adc2 | lm15 |
| CR164 - - BY REQUEST - please use the Request Form to get this report | updated 5/10/22 posted 3/3/22 | title_count_servremo_adc_stats Note: long-running queries; some results post to local schema | Count of serv,remo titles, by bib format. | 7 minutes | REP-230adc3 | lm15 |
| CR168 | IN REVIEW 5/11/22 | physical_serial_titles_currently_received_adc | Count of physical serial titles currently received for the annual data collection. | ~3 minutes | part of REP-228 | np55, lm15 |
| CR169 | 5/11/22 | database_count_adc | Gets counts of databases for ACRL and NCES reporting. | ~6 minutes | part of REP-41 | np55, lm15 |
Cataloging Reports
| Cataloging Reports | ||||||
| CUL Report Code and Link to Query | Last Updated | Report Name | Description | ~Time to run | Related JIRA REP Issues | Setup |
|---|---|---|---|---|---|---|
| CR102 | title_count | provides title counts for non-electronic resources cataloged in inventory by various filters | REP-230 | slm5 | ||
| CR110 | item count | provides a summary of item and piece counts for non-electronic resources cataloged in the Inventory, by various filters | REP-19 REP-20 REP-21 REP-229 REP-231 | nb299 | ||
Collection Development Reports
| Collection Development | ||||||
| CUL Report Code and Link to Query | Last Updated | Report Name | Description | ~Time to run | Related JIRA REP Issues | Setup |
|---|---|---|---|---|---|---|
| CR101 | 11/29/21 | 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 | 9/13/21 | fund_detail | provides fund details summary for active funds | REP-98 | nb299 | |
| 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 | |
| CR125 | 8/20/21 | 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 | 3/21/22 | 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 | 03/08/22 | 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 | 03/08/22 | 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 | jl41, vp25 | |
| 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 | np55, vp25 |
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 | |