In-App Reports - Dennis Bridges
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UXPROD or REP?Report IDReportContact(s)InstitutionInstitution PriorityLegacy System Data Element SourcesIs the report repeatedParameters to the reportRequires real-time data?PurposeLink to sampleNotes
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UXPROD
-need display % available
ID201Fund ReportClaudius Herkt
Hamburg, OVGU
P2(OVGU), P1 (Lehigh)Fund Code, Target amount, Expenditure amount, Encumbrance, in relation to year's progress
monthly
Fund code, datenobudget controlhttps://drive.google.com/file/d/1ymoJFPjSPnZIY3x7IjK-f9V7VRXsBdrH/view?usp=sharing
https://drive.google.com/file/d/1bGpEQKvObBwouM7P6RMN4BGJJBnzoEpK/view?usp=sharing
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UXPROD
-already in RM app
ID202Live Report for a given budgetClaudius Herkt
Hamburg, OVGU
P2(OVGU), P1 (Lehigh)For 1 or more given fund code: Target amount, Expenditure amount, Encumbrance, in relation to year's progress
ad hoc
Fund code, dateyes (nearly)budget controlhttps://drive.google.com/file/d/1Lg23EOKIEHURxAtrPwwYkt8tjbFDOdc2/view?usp=sharing
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REPID203Acquisition ReportClaudius Herkt
Hamburg, OVGU
P4(OVGU), P1 (Lehigh)Expenditures, Number of items acquired
annually
Fund code, material/ document type, Acquisition yearnoview over time, strategic planninghttps://drive.google.com/file/d/1ue-hFQI83TP6qqGzROTibHchKF0DqaTa/view?usp=sharing
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REPID204Vendor ReportClaudius Herkt
Hamburg, OVGU
P2(OVGU), P1 (Lehigh)Expenditures, Number of items acquired
annually
Vendor name/ ID, material/ document typenonegotiationhttps://drive.google.com/file/d/1d6IMLZJASo3gpQPFEvRjzwcyqGLrV8HL/view?usp=sharing
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-subscription renewal?
-can be defined in purchase order now and can search order IDs
-probably covered in the app
ID205Holdings to be renewed within a given time spanClaudius Herkt
Hamburg, OVGU
P2(OVGU), P1 (Lehigh)Order ID
regularly
time limit, vendor, fund code, expected costnorenewals
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-all info might be in purchase order line in app
-good candidate for in-app
ID206Subscription Report (current periodicals, online & print)Claudius Herkt
Hamburg, OVGU
P4(OVGU), P1 (Lehigh)Title, ID, Holding details, Amount paid, Expected cost
ad hoc
fund code, subject classification, material typenoCancellation, budget planning
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UXPRODID207Open Orders ReportClaudius Herkt
Hamburg, OVGU
P4(OVGU), P1 (Lehigh)Order ID, Title, Expected amount, Order Date
ad hoc
Vendor name/ ID, fund code, material/doc typeyes (nearly)dunning, budget planning
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REPID209Donor progress reportScott Perry
Chicago, OVGU
P5 (Lehigh)Output: Fiscal Cycle (orders), Order Status, Invoice Date Paid, Total Amount Paid, Online Donor Recognition Code, Donor text, Target amount, Encumbrance amount open orders (summary), Expenditure amount, Amount remaining (Target amount - Encumbrance open orders - Expenditure amount), Title, selector
ad hoc
fiscal cycle (orders), donor code(s), selector noprogress towards attributing adequate titles to endowments
Most of our broad endowments are expended via lump sum transfers once per year. We use this report to confirm the we have fully expended/encumbered endowments. The underlying po can be on any fund.
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REPID210Voyager Fund Detail
Sharon Beltaine
Cornell, UAP1(CU)Budget Group, Selector, Subjects (local fields); ledger, fund type, fund name, original allocation, net allocation, expenditure amt, commitment amt, fund balance, fund category
weekly
yesshow current fund balances by selector, subject, fund type; need ability to restrict on fund typehttps://drive.google.com/drive/folders/0B_BH58UaDVTedkgwdXJ5eUtGd2Mwritten in a dashboard kind of way
important at the end of the year
need to have access as a dashboard item
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UXPROD short version, REP long version?ID211Approved Invoice Report
Sharon Beltaine
Cornell, UA, OVGU
P2(UA); in-app, P2 (Lehigh); P1 (CU)Budget Group, Selector, Subjects (local fields); ledger, invoice number, invoice status, invoice status date, invoice line item id, amount, fund, bib id, title, call number, invoice line item note, donor, language
weekly
ledger, invoice status date, selectorrequires yesterday's datalist approved invoices in a selected date range by selector, subject, fund and formatcould be configured once for a particular user; need to add vendors to approved invoice report
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REP
-most of info in purchase order line
-good candidate for in app report
-workflow engine
-may not be able to filter POs by approval date in app
ID212Open Orders Report
Sharon Beltaine
Cornell, Chicago, UA, OVGU
P4(UA); in-app, P1 (Lehigh)Vendor, PO Number, PO Status, PO Approve Date, PO Type, line item id, line item status, copy id, fund, split fund info, amount, requestor, title, bib id, bib format, selector, subject
weekly
PO Approve date, PO status, line item status, selectornoreview open orders, generally for order tracking and clean-up
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UXPROD and REP
-good candidate for summary widget
-need historical data
-need to define what is in app version and what is dw version
-possible workflow for scheduled reports
ID216Year-to-date Balances by Group and University Account Number
Sharon Beltaine
Cornellin-appfund, fund notes field
monthly
YesProvides library account staff with validation and reconciliation financial data from Voyager to use with university financial systemsFund Notes field captures Selector; Need field to capture individual library (e.g., Law) associated with a particular purchase; "group" means "college" in this context; Cornell's groups are Endowed, Law, Mann, ILR, and Vet
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REPID217Summarize Approved Invoices by Account Number
Sharon Beltaine
Cornellin-appinvoice, invoice ID, fund
monthly
first day of month, end of monthYesverification for invoice control"group" means "college" in this context; Cornell's groups are Endowed, Law, Mann, ILR, and Vet
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UXPRODID220Voyager CUL Fund Summary by Fund Type
Sharon Beltaine
Cornellin-appfund
monthly
report must be run on last business day of monthsummarizes expenditures by fund type
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UXPRODID221Voyager CUL Fund Summary by Group by Fund Type
Sharon Beltaine
Cornellin-appfund
monthly
report must be run on last business day of monthsummarizes expenditures by group and fund type"group" means "college" in this context; Cornell's groups are Endowed, Law, Mann, ILR, and Vet
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UXPRODID223Voyager Endowed Unapproved Invoices
Sharon Beltaine
Cornellin-appinvoice
run at year end, run as needed
subtotals by monthneeds complete data when run at end of yearlisting of pending invoices at any point in time
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UXPRODID224Voyager Pending Expense by Group by Account Number
Sharon Beltaine
Cornellin-app
run at year end, run as needed
needs complete data when run at end of yearsummary of listing of pending invoices at any point in time; used to accrue invoices that have not yet been approved
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REPID267Fiscal year order linesNCSU, UAP5(UA); P5 (Lehigh)Output (for each PO): Order ID, Fund Code, Library/Location, Fiscal Cycle, Order Type, Order Line, Vendor, Date Created, Date Modified, Date Paid, Encumbered Amount, Paid Amount, Total Copies, Copies Received, Copies Cancelled, Copies Paid, Order Note, Statistical code (e-holdings), Access status (e-holdings), Platform (e-holdings), Publisher Title (Bib 245), Call Number (Bib 050/090), Bib Record ID Number, Publisher (Bib 260), ISSN (Bib 022), (e-holdings), imprint (e-holdings), location (e-holdings), Related E-Resource Name

ad hoc
Selection criteria: Fiscal cycle, vendor, order typeNoAllow examination/filtering of FY orders for a variety of purposes: End of FY ordering; determining spend of a particular fund; calculating current encumbranceshttps://drive.google.com/open?id=0B_BH58UaDVTeMUNab3BUdmktUmclooking for FOLIO to provide raw data.
A report needed for analysis.
The pivot is around fundig and financial information - M. Winkler

When searching in the orders module you will be able to filter for purchase order lines and fiscal year - Dennis M
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REPID270Fund reportsNCSU, UAP5(UA); P2 (Lehigh)Output: Fund Code, Fund Name, Enterprise System Account Number, Budgeted Amount, Encumbered Amount, Invoiced Amount, Paid Amount, Balance, Fund Code Elements (Library, Funding Source, Materials or Service Type, Subject Code)
Selection criteria: Fiscal cycle; name(s) of the fund
noencumbered: reservation against the fund; you can look at all funds or just one fund.
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-similar to ID 212
-duplicate
ID275Open orders Report
Susan Martin (smartin28@uchicago.edu)
Chicago, UAP4(UA); P2 (Lehigh)Vendor, PO Number, PO Status, PO Approve Date, PO Type, line item id, line item status, copy id, fund, amount, requestor, title, bib id, bib format, selector, subject
weekly
PO Approve date, PO status, line item status, selectoryesreview open orders, generally for order transmission, tracking, clean-up and claimingWhen search in the orders module you are able filter for "Open" orders
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