*** 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 Metadb reporting database system | |||
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 Metadb reporting database to run and/or build reports | ||
| 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 Metadb reporting database | |||
Dashboards & | 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 | A comparison between the reporting architecture in LDP and MetadbHow to convert LDP queries to | |
Metadb format | guidelines for rewriting your LDP queries to work within the new Metadb reporting database structure | |||
list of field names that have changed in the move from LDP to Metadb | ||||
resources for adminstration of the Metadb reporting database system | LDP | 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 and Metadb Known Issues | current LDP and Metadb 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 Team | list 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 |