*** This version of Confluence is for testing only and contains a copy of content from June 29th 2026. No changes will be preserved. ***
Search the FOLIO Reporting Web Site:
| Category | Topic | Description | |
|---|---|---|---|
Reporting System Status | current status of availability of LDP Production and LDP Test FOLIOMetadb reporting database systemssystem | ||
Getting Started | Getting Starting with FOLIO Reporting | summary of the FOLIO reporting methods, environment, and tools | |
| Joining the Reporting Users Email List | instructions for joining the CUL-REPORT-USERS-L email list to stay informed on reporting features, server outages, and other updates | ||
Getting Access | Requesting Access to FOLIO Reporting | how to request access to the CUL FOLIO LDP Metadb reporting database to run and/or build reports | |
| Connecting Virtual DBeaver to the CUL LDP Reporting Database | instructions for configuring Virtual DBeaver to connect to the CUL LDP (Library Data Platform) reporting database | ||
| Running Report Queries with Virtual DBeaver | instructions for running, modifying, and saving FOLIO report queries with Virtual DBeaver connected to the CUL LDP (Library Data Platform) reporting database | FOLIO Canned Reports Directory | directory of all CUL FOLIO canned reports with links to the report queries and descriptions |
| FOLIO Reports Filter Directory | list of options for all parameters that can be used in report queries to filter results, e.g., location, item status | ||
| FOLIO Ad Hoc Reports Directory | directory of all CUL FOLIO ad hoc reports with links to the report queries and descriptions | ||
| Using the CUL FOLIO Analytics Report Repository | instructions for accessing and using queries on the Cornell Library's FOLIO Analytics report repository, a GitHub repository of SQL report queries and documentation written for the Cornell Library | ||
| FOLIO Archived Report Queries Directory | directory of both canned and ad hoc queries for FOLIO reports that have been archived | ||
| Creating Your CUL CloudBeaver AWS User Account for FOLIO Reporting | instructions for creating your CloudBeaver AWS user account for access to FOLIO reporting | ||
| Configuring Your DBeaver EE or DBeaver CE Connection to Metadb | instructions for setting up your DBeaver EE or DBeaver CE Connection to the Metadb reporting database | ||
Getting Help | Requesting Reporting Help | instructions for using our online form to make a new report request, get help with running reports, and ask other reporting questions | |
| FOLIO Application Support | information, announcements, and support for the Cornell Library FOLIO Application environments | ||
| Reporting Training Session Recordings & Slides | recordings and slides for past FOLIO Reporting session training sessions and Reporting User Group presentations offered to CUL staff members | ||
| DBeaver Tips and Tricks | tips and tricks for using the DBeaver reporting application | ||
| tips and tricks for using the Tableau reporting application as well as for using Tableau dashboards | |||
| step-by-step instructions for filtering results in an Excel spreadsheet data download | |||
| SQL Training Resources | list of links to SQL training resources | ||
| SQL Tips and Tricks | tips and tricks for writing queries using SQL with the CUL FOLIO LDP Metadb reporting database | ||
Dashboards & | Metadb is a new reporting database architecture in beta release that will eventually replace LDP software | ||
plans for rolling out the new Metadb Test instance to reporting users, revising LDP queries to run on Metadb, and transitioning Metadb to production as the reporting database system for FOLIO | |||
instructions for configuring Virtual DBeaver to connect to the CUL Metadb Test reporting database | |||
list of field names that have changed in the move from LDP to Metadb | |||
resources for adminstration of the Metadb reporting database system | Annual Data Collection Dashboards & Excel Reports | data dashboards on Cornell's Tableau server that are related to Annual Data Collection, Excel data downloads, associated SQL queries, and documentation | |
Excel Reports | list of links for Tableau Data Dashboards and Excel Reports by functional area of the library:
| ||
Procedures | Long Missing Process | Process used by Circulation Staff, Reporting Team, Library Technical Services, and Selectors to review items that have been missing at least 2 years. | |
SQL Query Directories for Reports | SQL Report Query Directories Overview | links and descriptions for each of the SQL report query directories created and maintained by the CUL FOLIO Reporting Team to support CUL staff reporting needs | |
| FOLIO Reports Filter Directory | list of options for all parameters that can be used in report queries to filter results, e.g., location, item status | ||
| Using the CUL FOLIO Analytics Report Repository | instructions for accessing and using queries on the Cornell Library's FOLIO Analytics report repository, a GitHub repository of SQL report queries and documentation written for the Cornell Library | ||
Metadb | Plans for Metadb Reporting Database during FOLIO Sunflower upgrade | Schedule, steps, activities, and dates for CUL's Metadb Reporting Database during FOLIO Sunflower upgrade November 2025 through January 2026 | |
resources for adminstration of the Metadb reporting database system | |||
FOLIO Reporting Team | |||
Reference & Instruction Dashboards | data dashboards on Cornell's Tableau server that show counts of reference interactions from LibInsight as well as from the previously used CountIt system | Excel data downloads of Collection Development reports for all teams and individual teams from the CUL LDP (Library Data Platform) reporting database that are automatically updated on a daily basis | data dashboards on Cornell's Tableau server that are of interest to the Finance and Budget Office team. | LTS Statistics Dashboards | standards and specifications for obtaining data from FOLIO | resources for Library Data Platform reporting system administration, such as documentation and communication channels to support implementation, troubleshooting, and software release schedules |
| Information about and schedule for data from FOLIO Test to be transferred to LDP Test and for data from FOLIO Production to be transferred to LDP Production | |||
| LDP Software Update Schedule | Schedule for LDP software updates for LDP Production and LDP Test instances | ||
| LDP Known Issues | current LDP issues impacting reporting | ||
| description of the Cornell Library's policies for granting permissions to use data delivered by the Library Data Platform reporting database through various reporting tools in different formats | FOLIO Reporting Teamlist of members of the FOLIO Reporting Team | ||
updates on the progress of reports, dashboards, derived tables, and other FOLIO Reporting Team projects | |||
details on the 2026–2027 Tableau to PowerBI Dashboard Conversion Plan | |||
internal documentation for the FOLIO Reporting Team | |||
overview of current year 2025 goals and past year 2024 accomplishments | |||
Archives | Archived pages from the FOLIO Reporting site |