*** This version of Confluence is for testing only and contains a copy of content from June 29th 2026. No changes will be preserved. ***
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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."" link below.
Results sets are provided for all selector teams and individual selector teams.
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Filtering and Sorting Data in Excel File Downloads for Automated Reports - step-by-step instructions
| Table of Contents |
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| Report | Short Title | Description | Link to Daily Report Results in |
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CR101 Excel Download
CR101 Excel Download
fund_expenditures_ by_po_line_invoice_payments
| Box | |||
|---|---|---|---|
MCR122 Excel Download | |||
MCR122 | |||
CR122 Excel Download
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. |
CR123 Excel Download
CR123 Excel download
open_orders
MCR122 all fiscal years and all teams | |||
MCR134 Excel Download | |||
MCR134 |
CR134 Excel Download
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. |
CR138 Excel Download
CR138 Excel download
orders_split_funds
MCR157 Excel Download | |||
MCR157 |
CR157 Excel Download
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. |
MCR165 Excel Download |
MCR165 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). |
MCR175 Excel Download |
MCR175 Excel Download | 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. |
MCR204 Excel Download |
MCR204 Excel Download | missing_lost_claimed_returned | This query creates a list of missing, lost, and claimed returned items (including equipment) at a given library, and includes item status date, last date and location of check in, and size/pagination. Sorts in call number order. To view results for a particular library, sort your Excel file on the library_name column. To view results for a particular item status (e.g., Missing, Aged to Lost, Lost and Paid), sort your Excel file on the status_name column. |
CR213 Excel Download | |||
CR213 Excel Download | current_encumbrances | This query finds current encumbrances by fund and fiscal year. It also shows titles and locations.
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