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.
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 |
---|---|---|---|
Provides a current date report of funds and teams with amounts spent, encumbered, and remaining. Also 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. Data updated daily. | Fund Summary | CR138 Excel download CR165 Excel download | CR138 SQL query CR165 SQL 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. | CR122 Excel download | CR122 SQL query | |
Provides a detailed current date report of funds and teams with expense class information. | Funds with Expense Class | CR157 Excel download | CR157 SQL query |
Shows fund expenditures by purchase order line. For each purchase order line number, details shown are fund ID, fund code, fund name, fund group, fund type and purchase order line transaction amount. Filters are included for all these details as well as for transaction type (credit or payment). When the transaction type is "Payment," the transaction amount is shown as a positive value. When the transaction type is "Credit," the transaction amount is shown as a negative amount. | CR101 Excel download | CR101 SQL Query | |
NOTE: This dashboard takes a while to load. Provides the list of approved invoices along with invoice payment date, vendor name, invoice number, and other details. Data updated daily. | CR134 Excel download | CR134 SQL query | |
Annual data from EBSCO Consolidated files, received twice a year. Data not available in Folio. Data compiled by Sally Lockwood (sjl8) and made available in a BOX folder. | E-usage by Title, Annual 2021 | EBSCO Consolidated Counter Report | N/A |
Annual data from EBSCO Consolidated files, received twice a year. Data not available in Folio. Data compiled by Sally Lockwood (sjl8) and made available in a BOX folder. | E-usage by Platform and Publisher, Annual 2021 | EBSCO Consolidated Counter Report | 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 | CR 171 Excel download CR 172 Excel download CR 174 Excel download (forthcoming) | |
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 | ||