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CategoryTopicDescription

Reporting System Status


current status FOLIO reporting database systems

current status of availability of

LDP Production and LDP Test FOLIO

Metadb reporting database

systems

system

Getting Started

Getting Starting with FOLIO Reporting summary of the FOLIO reporting methods, environment, and tools
Joining the Reporting Users Email Listinstructions 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 Reportinghow 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 databaseRunning Report Queries with Virtual DBeaverinstructions for running, modifying, and saving FOLIO report queries with Virtual DBeaver connected to the CUL LDP (Library Data Platform) reporting database

SQL Report Query Directories

FOLIO Canned Reports Directorydirectory of all CUL FOLIO canned reports with links to the report queries and descriptionsFOLIO Reports Filter Directorylist of options for all parameters that can be used in report queries to filter results, e.g., location, item statusFOLIO Ad Hoc Reports Directorydirectory of all CUL FOLIO ad hoc reports with links to the report queries and descriptionsUsing 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
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 Metadbinstructions for setting up your DBeaver EE or DBeaver CE Connection to the Metadb reporting database

Getting Help

Requesting Reporting Helpinstructions for using our online form to make a new report request, get help with running reports, and ask other reporting questions
FOLIO Application Supportinformation, announcements, and support for the Cornell Library FOLIO Application environments
Reporting Training Session Recordings & Slidesrecordings and slides for past FOLIO Reporting session training sessions and Reporting User Group presentations offered to CUL staff members
DBeaver Tips and Trickstips and tricks for using the DBeaver reporting application

Tableau Tips and Tricks

tips and tricks for using the Tableau reporting application as well as for using Tableau dashboards

Instructions for Filtering and Sorting Data in Excel file downloads

step-by-step instructions for filtering results in an Excel spreadsheet data download
SQL Training Resourceslist of links to SQL training resources
SQL Tips and Trickstips and tricks for writing queries using SQL with the CUL FOLIO
LDP
Metadb reporting database

All Staff Tableau Dashboards

All Staff Dashboards

data dashboards on Cornell's Tableau server that are of interest to all Cornell Library staff

Selector Tableau Dashboards & Datasets

Selector Data Dashboards

data dashboards on Cornell's Tableau server that are of interest to Selectors and associated Collection Development staff

Automated Selector Reports

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

Advanced Features

Advanced Reporting Features

instructions for using advanced features of Cornell's reporting environments, such as importing data into local schemas in the LDP and connecting to the Voyager Historical reporting database

LDP System Administration

LDP System Administration 

resources for Library Data Platform reporting system administration, such as documentation and communication channels to support implementation, troubleshooting, and software release schedules

LDP Data Permissions Structure

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 

Dashboards & 
Excel Reports

Dashboards & Excel Reports

list of links for Tableau Data Dashboards and Excel Reports by functional area of the library:

  • Annual Data Collection
  • Access Services
  • Collection Development (for Selectors and Selector Liaisons)
  • Collection Management
  • Finance & Budget Office
  • LTS (Library Technical Services) Statistics
  • Reference & Instruction

Procedures

Long Missing ProcessProcess 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 Directorylist 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

Metadb System Administration

resources for adminstration of the Metadb reporting database system

FOLIO Reporting Team


 

FOLIO Reporting Team Members

list of members of the FOLIO Reporting Team

FOLIO Reporting Team Updates

updates on the progress of reports, dashboards, derived tables, and other FOLIO Reporting Team projects

FOLIO Reporting Team Dashboard Transition Plan

details on the 2026–2027 Tableau to PowerBI Dashboard Conversion Plan 

FOLIO Reporting Team Documentation

internal documentation for the FOLIO Reporting Team

FOLIO Reporting Team Goals and Accomplishments

overview of current year 2025 goals and past year 2024 accomplishments

Archives

Archives

Archived pages from the FOLIO Reporting site