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 | ||
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. | Fund Details | CR122 Excel download (forthcoming) | 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. | Fund Expenditures by PO Line Invoice Payments | CR101 Excel download (forthcoming) | 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. | Approved Invoices | 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 |