*** 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 reports are automatically updated every morning by 7:00am. The reports include data that was current in the FOLIO system at the end of the previous business day.
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 ReportsExcel Report Downloads
Accessing and Using Data Dashboards - Detailed Instructions
Description | Tableau Dashboard |
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Excel Downloads
SQL Code for Source Query
CR175 Excel download
CR175 SQL queryThis 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. |
It also provides a detailed current date report of funds and teams with expense class information |
Funds with Expense Class FY2022
Funds with Expense Class FY2023
CR157 Excel download
CR165 Excel download
. A fiscal year filter is included. (Title is not included.) (updated daily) | Fund Detail with Expense Class |
Provides the list of approved invoices along with invoice payment date, vendor name, invoice number, and other details |
, starting FY2022 to date. (Titles are included.) (updated daily) |
CR134 Excel download
This dashboard was created to assist the Finance and Budget Office team with gathering information about invoices in reviewed status. It also provides the list of invoices in reviewed status for which no fund and/or expense class have been selected in Folio. Search for invoice lines and adjustments data can also be performed. (updated daily) | FBO Invoices in Reviewed Status - FY2026 FBO Invoices in Reviewed Status - FY2025
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Provides year to year comparisons of details of e-journals usage by title, publisher, and platform. (updated annually) |
Provides counts as well as details of BD/ILL physical item loans from CUL to other universities, and from other universities to CUL. For loans to CUL, title names are available, but no further information about the title is available. Patron group and department names are included when available. (updated daily) |
CR 171 Excel download
CR 172 Excel download
CR 174 Excel download
(forthcoming)
Lists patron purchase requests since |
1-1- |
24. Details include fund code, LC class, |
title, holdings location, PO line number, receipt |
status, cost, days till first checkout, and days till received at LTS from order date. Note: Requester name is not included to protect patron privacy, also it is often not available in the data. (updated daily) | |
Provides annual cost data for selected publishers/providers, with comparisons of annual changes, and of shares in total material expenditures. Bar graphs as well as tables provide different levels of detail; a forecast view at the end shows projected increases. (update schedule to be determined) | Cost by Publisher and Annual Material Expenditures, 2014 - 2023 |
Provides counts of research output (faculty and affiliated staff publications) of all Ivies for 2023, by Big 5 publishers (Elsevier, Springer, Taylor & Francis, Wiley, Sage). Open Access type details are also included. (update schedule to be determined) | Ivies' Research Output by Big 5 Publishers, 2023 |
Shows Big 5 publisher/provider costs as a percent of total material expenditures, Cornell research output by top 10 publishers, as well as costs, usage, and research output by all publishers. (update schedule to be determined) | 2023 CU Publisher Costs, Usage, Research Output |