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Created by
Debra Howell, last updated by Sharon Helen Markus on Dec 19, 2024
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. 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 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 link below to choose the desired dataset in the "Link to Daily Report Results in Box" link below.
Filtering and Sorting Data in Excel File Downloads for Automated Reports - step-by-step instructions
| Click Link Below to Download Excel Report | 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. | |
MCR134 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. Titles are included. |
MCR157 Excel Download | 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. |
MCR165 Excel Download | funds_and_teams | Provides a current date report of funds and teams with amounts spent, encumbered, and remaining. This report does not include expense class (see CR157). |
MCR175 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. |
MCR204 Excel Download | 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. |
MCR213 Excel Download | 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. |