7/1/2022: TEMPORARY ISSUE: PLEASE USE THE FOLIO APP FOR CORRECT FINANCIAL INFORMATION.
PLEASE DO NOT USE ANY DASHBOARDS OR AUTOMATED REPORTS CONTAINING FINANCIAL INFORMATION, AS THERE IS A DATA ISSUE.
IN MANY CASES THERE IS DUPLICATION OF AMOUNTS. THE REPORTING TEAM IS WORKING ON THIS ISSUE.
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.
- CR101 Excel Download
- CR122 Excel Download
- CR123 Excel Download
- CR134 Excel Download
- CR138 Excel Download
- CR157 Excel Download
- CR165 Excel Download
| Report | Short Title | Description | Timeframe | Link 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. | FY2022, FY2023 | |
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. | 7/1/21 - 6/30/22 | CR122 for All Teams CR122 for 2CUL CR122 for Area Studies CR122 for Central CR122 for Cornell Medical CR122 for Course Reserves CR122 for Humanities |
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. | FY2022 | CR123 for All Teams CR123 for 2CUL CR123 for Area Studies CR123 for Central CR123 for Cornell Medical CR123 for Course Reserves CR123 for Humanities |
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. | 7/1/21 - 6/30/22 | CR134 for All Teams CR134 for 2CUL CR134 for Area Studies CR134 for Central CR134 for Cornell Medical CR134 for Course Reserves CR134 for Humanities |
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. | FY2022 | CR138 for All Teams CR138 for 2CUL CR138 for Area Studies CR138 for Central CR138 for Cornell Medical CR138 for Course Reserves CR138 for Humanities |
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. | FY2022 | CR157 for All Teams CR157 for 2CUL CR157 for Area Studies CR157 for Central CR157 for Cornell Medical CR157 for Course Reserves CR157 for Humanities |
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). | FY2022 | CR165 for All Teams CR165 for 2CUL CR165 for Area Studies CR165 for Central CR165 for Cornell Medical CR165 for Course Reserves CR165 for Humanities |