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Created by
Debra Howell, last updated by Sharon Helen Markus on Sep 09, 2025
2 minute read
The following Excel reports are automatically updated and posted to Box every morning by 7:00am. 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.
To inquire about access to these datasets, please submit a request by clicking the Requesting Reporting Help form and specify that you would like access to selector datasets.
INSTRUCTIONS: To download daily report results in Excel format, click the links in the left column to choose the desired dataset 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 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. | |
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. 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). | |
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. |