Use this page to record specific reporting needs–both the data required and the intended use.
List the reports by name or type, with all data needs, then list the data needs separately in the data matrix.
Priority will follow this order: mandatory (data you must supply), necessary (data for ordinary and expected workflows), and desirable (data for various projects; data not yet available but in development). Given current time and resource constraints, reports utilizing data that is not yet available through Alma, and not on the development roadmap, will not be considered at this time.
| Mandatory Reports | |
|---|---|
| Report | Data |
| ACRL | |
| ACRL (CSU tab) | |
| IPEDS (formerly NCES) | |
| GAAP | Book and ebook expenditures by vendor, format, and PeopleSoft account string (deptID and account at Cal Poly SLO); book and ebook volume count: print books purchased, print book gifts added to collection, print books withdrawn, perpetual access ebooks added (total purchased by individual title or collection); average price per ebook by collection and overall. |
| Accreditation | |
| Journal Holdings (e.g. RapidILL) | Title, ISSN/ISBN, holdings data (print titles)/access or entitlement data (electronic titles) |
| Necessary Reports | |
|---|---|
| Report | Data |
| Fiscal Close | Line-item report of all FY financial activity: fund code, fund name, voucher or payment ID, payment record ID, title, amount (appropriation, encumbrance, or expenditure). (If possible: electronic/physical, format (book/journal/video, etc.), 1 time/continuing, single/collection, external fund) |
| Desirable Reports | |
|---|---|
| Report | Data |
| Data for Reports | |||
|---|---|---|---|
| Category | TypeCategory | Report | Priority |
| Acquisitions | Expenditures, filtered by format or fund, to verify PeopleSoft dashboard report | GAAP Audit | |
| Bibliographic (or item-level?) | Volumes added and withdrawn; payment/gift status possible? | GAAP Audit | |
| Bibliographic | Marc Holdings Data | Holdings Report | |
| Electronic Resources | Number of titles in an ebook package; date activated possible? | GAAP Audit | |
| Electronic Resources | Access, entitlement, or holdings data | Holdings Report | |