*** This version of Confluence is for testing only and contains a copy of content from June 29th 2026. No changes will be preserved. ***
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.
The following The following Excel reports are automatically updated and posted to Box every morning by 97:00am. The reports include data that was current in the FOLIO system at the end of the previous business day. Access to these datasets is restricted to Cornell Library Selectors and Selector Support staff members. Also see related Selector Data Dashboards. These datasets are restricted to selectors and other authorized staff members.
To inquire about access to these datasets, please submit a request through the by clicking the Requesting Reporting Help form and and specify that you would like access to selector datasets.
INSTRUCTIONS: To download daily report results in Excel format, click the link below the links in the left column to choose the desired dataset in the "Link to Daily Report Results in Box - Set 1 or Set 2."
Results sets are provided for all selector teams and individual selector teams.
| Table of Contents |
|---|
from the table below.
Want to see how to sort and filter the data by fiscal year, fund group, or other fields once you download it? See the filtering and sorting instructions here:
- Filtering and Sorting Data in Excel File Downloads for Automated Reports - step-by-step instructions
| Click Link Below to Download Excel Report from Box | Short Title | Description of Selector Excel Report |
|---|---|---|
fund_detail | This report |
CR101 Excel Download
CR101 Excel Download
fund_expenditures_ by_po_line_invoice_payments
CR122 Excel Download
CR122 Excel Download
fund_detail
| 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. |
| Please note: Titles are not included. See appr_invoices_bib_data for Titles with Funds. |
CR123 Excel Download
CR123 Excel download
open_orders
CR123 for All Teams
CR123 for 2CUL
CR123 for Area Studies
CR123 for Central
CR123 for Cornell Medical
CR123 for Course Reserves
CR123 for Humanities
CR134 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. |
CR134 for All Teams
CR134 for 2CUL
CR134 for Area Studies
CR134 for Central
CR134 for Cornell Medical
CR134 for Course Reserves
CR134 for Humanities
CR138 Excel Download
CR138 Excel download
orders_split_funds
FY2022
CR138 for All Teams
CR138 for 2CUL
CR138 for Area Studies
CR138 for Central
CR138 for Cornell Medical
CR138 for Course Reserves
CR138 for Humanities
CR157 Excel Download
CR157 Excel Download
| Titles are included. | ||
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. |
CR157 for All Teams
CR157 for 2CUL
CR157 for Area Studies
CR157 for Central
CR157 for Cornell Medical
CR157 for Course Reserves
CR157 for Humanities
CR165 Excel Download
funds_and_teams | Provides |
| the current fiscal year and past fiscal year reports of funds and teams with amounts spent, encumbered, and remaining. This report does not include expense class (see |
| MCR157). |
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. | |
missing_lost_claimed_returned | This report 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. | |
current_encumbrances | This report finds current encumbrances by fund and fiscal year. It also shows titles and locations. Please note: As of 6/21/23, Fully Paid orders may still have a current encumbrance; this is a system issue to be fixed. |
CR165 for All Teams
CR165 for 2CUL
CR165 for Area Studies
CR165 for Central
CR165 for Cornell Medical
CR165 for Course Reserves
CR165 for Humanities