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The following reports are automatically updated every morning by 97:00am. 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

Excel Downloads

SQL Code for Source Query

This dashboard provides the list of

split funds purchases for a purchase order line that has multiple funds used along with the transaction amount for each fund and the percentage spent. The dashboard will show

all

titles paid for by the selected fund as well as all affiliated funds (from any team) that were also used to pay for those titles.Orders Split Fund

CR175 Excel download

CR175 SQL query

This 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. A fiscal year filter is included. (Title is not included.

 

)

(updated daily)

Fund Detail with Expense Class

CR122 Excel download

CR157 Excel download

CR165 Excel download

CR122 SQL query

CR157 SQL query

CR165 SQL query

Shows fund expenditures by purchase order line. For each purchase order line number, details shown are fund ID, fund code, fund name, fund group, fund type and purchase order line transaction amount. Filters are included for all these details as well as for transaction type (credit or payment). When the transaction type is "Payment," the transaction amount is shown as a positive value. When the transaction type is "Credit," the transaction amount is shown as a negative amount. 

Fund Expenditures by PO Line Invoice Payments FY2022

Fund Expenditures by PO Line Invoice Payments FY2023

CR101 Excel downloadCR101 SQL query




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) 

Approved Invoices


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

CR134 Excel download

CR134 SQL query

in Reviewed Status - FY2026

FBO Invoices in Reviewed Status - FY2025

 

Provides year to

Provides three-

year comparisons of details of e-journals usage by title, publisher, and platform. 

(updated annually)

E-journals usage 2020 -

2022

2023 

E-journals usage

2020 - 2023

EBSCO Consolidated Counter Report

N/A

Provides annual year counts of esuage by resource type.  Data not available in Folio; data are from EBSCO Consolidated files, compiled by Sally Lockwood (sjl8) and made available in a BOX folder. 

Eusage Counts Annual 2022

EBSCO Consolidated Counter Report

N/AAnnual data from EBSCO Consolidated files, received twice a year. Data not available in Folio. Data compiled by Sally Lockwood (sjl8) and made available in a BOX folder. E-usage by Title, Annual 2021EBSCO Consolidated Counter ReportN/AAnnual data from EBSCO Consolidated files, received twice a year. Data not available in Folio. Data compiled by Sally Lockwood (sjl8) and made available in a BOX folder. E-usage by Platform and Publisher, Annual 2021EBSCO Consolidated Counter ReportN/A

2022 - 2024

E-journals usage 2024 - 2025


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)

Borrow Direct/Interlibrary Loans Counts and Details

CR 171 SQL query

CR172 SQL query

CR174 SQL query



Lists patron purchase requests since

7

1-1-

22

24. Details include fund code, LC class,

subject,

title, holdings location, PO line number, receipt

date, request date, and amount. Filters include PO line receipt status and PO line payment status

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)

Patron Purchase Requests



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 -

2023N/A

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