Reporting: LDP-based Reports
(UXPROD-1319)
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| Status: | Draft |
| Project: | UX Product |
| Components: | None |
| Affects versions: | None |
| Fix versions: | None | Parent: | Reporting: LDP-based Reports |
| Type: | New Feature | Priority: | P3 |
| Reporter: | Charlotte Whitt | Assignee: | Sharon Beltaine |
| Resolution: | Unresolved | Votes: | 0 |
| Labels: | acquisitions, collectionAnalysis-report, crossrmapps, dwreport, inventory, reporting | ||
| Remaining Estimate: | Not Specified | ||
| Time Spent: | Not Specified | ||
| Original estimate: | Not Specified | ||
| Issue links: |
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| Epic Link: | Reporting: LDP-based Reports | ||||||||||||
| Analysis Estimate: | Large < 10 days | ||||||||||||
| Analysis Estimator: | Charlotte Whitt | ||||||||||||
| Front End Estimate: | XL < 15 days | ||||||||||||
| Front End Estimator: | Charlotte Whitt | ||||||||||||
| Front-End Confidence factor: | Low | ||||||||||||
| Back End Estimate: | Medium < 5 days | ||||||||||||
| Back End Estimator: | Charlotte Whitt | ||||||||||||
| Estimation Notes and Assumptions: | We haven't done any canned reports yet so I have no idea what will be involved. | ||||||||||||
| Development Team: | Reporting | ||||||||||||
| Report ID (pre-May 2019): | ID308 | ||||||||||||
| Report Contact(s): |
Sharon Beltaine
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| Report Functional Area(s): |
Resource Management
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| PO Rank: | 25 | ||||||||||||
| Rank: Chalmers (Impl Aut 2019): | R5 | ||||||||||||
| Rank: Chicago (MVP Sum 2020): | R2 | ||||||||||||
| Rank: Cornell (Full Sum 2021): | R4 | ||||||||||||
| Rank: Duke (Full Sum 2021): | R2 | ||||||||||||
| Rank: 5Colleges (Full Jul 2021): | R2 | ||||||||||||
| Rank: FLO (MVP Sum 2020): | R4 | ||||||||||||
| Rank: GBV (MVP Sum 2020): | R4 | ||||||||||||
| Rank: hbz (TBD): | R4 | ||||||||||||
| Rank: Hungary (MVP End 2020): | R2 | ||||||||||||
| Rank: Lehigh (MVP Summer 2020): | R4 | ||||||||||||
| Rank: Leipzig (Full TBD): | R4 | ||||||||||||
| Rank: Leipzig (ERM Aut 2019): | R4 | ||||||||||||
| Rank: TAMU (MVP Jan 2021): | R3 | ||||||||||||
| Rank: U of AL (MVP Oct 2020): | R4 | ||||||||||||
| Description |
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Purpose: An ad-hoc report. Donor reporting: spend by subject area to report, inform bookplating, simultaneous release of restricted dollars (there is a donor report in the Selector db that is generated for AAD); Most selectors have "P" funds from donors Note: This is on the Metadata management tab on the Reporting Master spreadsheet, but this is a Resource Management or a cross app report, so not sure who 'own this' - acquisition (Dennis) or Metadata management (Charlotte). Definition of Document on Wiki: https://folio-org.atlassian.net/wiki/display/RPT/In-App+vs.+Data+Warehouse+Reports |
| Comments |
| Comment by Charlotte Whitt [ 31/Jul/19 ] |
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Hi Dennis Bridges - as you can see in the description notes, then I from the very beginning was not sure if this report belonged in Inventory of the suite of apps related to Acquisition. BUT when looking at it again, then I think it's not really Inventory Can I reassign it to you, and remove the Inventory lables? CC: lew235 |
| Comment by lew235 [ 31/Jul/19 ] |
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I agree this is not really Inventory. Also, it sounds more appropriate for LDP than in-app? |
| Comment by Charlotte Whitt [ 31/Jul/19 ] |
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Hi Sharon Beltaine and Nassib Nassar - can we assign this to one of you, and change it to the epic for LDP? |
| Comment by Dennis Bridges [ 31/Jul/19 ] |
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Charlotte Whitt Sharon Beltaine and Nassib Nassar I think I would agree that it seems this is an analysis of data from Orders, finances and potentially inventory. Making it a more likely candidate for the LDP. Unless there is a requirement to retrieve this information in realtime? |
| Comment by lew235 [ 16/Sep/19 ] |
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Dennis Bridges Is this similar to any other reports you are aware of? Reporting is trying to cluster different categories of reports in order to build prototypes but it's not clear where this one falls? Also, do you think it would require real-time financial data? |
| Comment by Dennis Bridges [ 16/Sep/19 ] |
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lew235 This my require some discussion in the SIG. I don't believe this would require "real-time" data but that should be validated with the group. There are definitely other reports that could be grouped as monitoring or reporting "Spend". Eg Expenditure by material type like electronic or physical, or spend by department/donor/group/unit etc. Many versions of this have been discussed. |