*** This version of Confluence is for testing only and contains a copy of content from June 29th 2026. No changes will be preserved. ***
8/8/2022: Please note that all dashboards and automated reports impacted by changes to the data structure after the FY22-FY23 Fiscal Year rollover have been reviewed and updated where needed by the reporting team. Report result datasets are now divided into separate fiscal years.
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
fund_detail
9/9/2022 - Please note that this report is currently being revised and is unavailable for download.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. |
| Please note: Titles are not included. See appr_invoices_bib_data for Titles with Funds. |
CR123 Excel Download
CR123 Excel download
open_orders
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 |
CR138 Excel Download
CR138 Excel download
orders_split_funds
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. |
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). |
CR175 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. |
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. |