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    <title>FOLIO Jira</title>
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<item>
            <title>[UXPROD-886] LDP/Order in-app report: Donor Reports</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-886</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;&lt;b&gt;Purpose:&lt;/b&gt; 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 &quot;P&quot; funds from donors &lt;/p&gt;

&lt;p&gt;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 &apos;own this&apos; - acquisition (Dennis) or Metadata management (Charlotte).&lt;/p&gt;

&lt;p&gt;Definition of &lt;del&gt;Inventory&lt;/del&gt; Order In-app reports: &lt;br/&gt;
A report which is available from within the &lt;del&gt;Inventory&lt;/del&gt; Order application itself. The in-app report are using the live data being created and stored in the &lt;del&gt;Inventory&lt;/del&gt; Order module.&lt;/p&gt;

&lt;p&gt;Document on Wiki: &lt;a href=&quot;https://folio-org.atlassian.net/wiki/display/RPT/In-App+vs.+Data+Warehouse+Reports&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://folio-org.atlassian.net/wiki/display/RPT/In-App+vs.+Data+Warehouse+Reports&lt;/a&gt;&lt;/p&gt;</description>
                <environment></environment>
        <key id="13054">UXPROD-886</key>
            <summary>LDP/Order in-app report: Donor Reports</summary>
                <type id="10002" iconUrl="https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium">New Feature</type>
                            <parent id="13597">UXPROD-1319</parent>
                                    <priority id="10002" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p3.svg">P3</priority>
                        <status id="10000" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/generic.png" description="(Migrated on 4 Feb 2024 13:41 UTC)">Draft</status>
                    <statusCategory id="2" key="new" colorName="blue-gray"/>
                                    <resolution id="-1">Unresolved</resolution>
                                                        <assignee accountid="557058:acf63ab0-e50b-4848-8592-1c743d5addef">Sharon Beltaine</assignee>
                                                                <reporter accountid="557058:f80403de-e149-421e-8750-af45c853402f">Charlotte Whitt</reporter>
                                    <labels>
                            <label>acquisitions</label>
                            <label>collectionAnalysis-report</label>
                            <label>crossrmapps</label>
                            <label>dwreport</label>
                            <label>inventory</label>
                            <label>reporting</label>
                    </labels>
                <created>Mon, 11 Jun 2018 12:59:14 +0000</created>
                <updated>Thu, 9 Dec 2021 14:16:44 +0000</updated>
                                                                                <due></due>
                            <votes>0</votes>
                                    <watches>4</watches>
                                                                <comments>
                                                            <comment id="15790" author="557058:f80403de-e149-421e-8750-af45c853402f" created="Wed, 31 Jul 2019 14:14:55 +0000"  >&lt;p&gt;Hi &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A2f7b6349-450b-419a-ba54-c181f51383ad&quot; class=&quot;user-hover&quot; rel=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; data-account-id=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; accountid=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; rel=&quot;noreferrer&quot;&gt;Dennis Bridges&lt;/a&gt; - 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. &lt;/p&gt;

&lt;p&gt;BUT when looking at it again, then I think it&apos;s not really Inventory &lt;img class=&quot;emoticon&quot; src=&quot;/images/icons/emoticons/smile.png&quot; height=&quot;16&quot; width=&quot;16&quot; align=&quot;absmiddle&quot; alt=&quot;&quot; border=&quot;0&quot;/&gt;&lt;/p&gt;

&lt;p&gt;Can I reassign it to you, and remove the Inventory lables?&lt;/p&gt;

&lt;p&gt;CC: &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=70121%3Abe36acda-040d-4925-b3df-ebd7e16d4b5b&quot; class=&quot;user-hover&quot; rel=&quot;70121:be36acda-040d-4925-b3df-ebd7e16d4b5b&quot; data-account-id=&quot;70121:be36acda-040d-4925-b3df-ebd7e16d4b5b&quot; accountid=&quot;70121:be36acda-040d-4925-b3df-ebd7e16d4b5b&quot; rel=&quot;noreferrer&quot;&gt;lew235&lt;/a&gt;&lt;/p&gt;</comment>
                                                            <comment id="15794" author="70121:be36acda-040d-4925-b3df-ebd7e16d4b5b" created="Wed, 31 Jul 2019 14:21:10 +0000"  >&lt;p&gt;I agree this is not really Inventory. Also, it sounds more appropriate for LDP than in-app?&lt;/p&gt;</comment>
                                                            <comment id="15798" author="557058:f80403de-e149-421e-8750-af45c853402f" created="Wed, 31 Jul 2019 14:48:57 +0000"  >&lt;p&gt;Hi &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Aacf63ab0-e50b-4848-8592-1c743d5addef&quot; class=&quot;user-hover&quot; rel=&quot;557058:acf63ab0-e50b-4848-8592-1c743d5addef&quot; data-account-id=&quot;557058:acf63ab0-e50b-4848-8592-1c743d5addef&quot; accountid=&quot;557058:acf63ab0-e50b-4848-8592-1c743d5addef&quot; rel=&quot;noreferrer&quot;&gt;Sharon Beltaine&lt;/a&gt; and &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=70121%3A8d96963c-ce4c-478d-9023-2de35bc14b67&quot; class=&quot;user-hover&quot; rel=&quot;70121:8d96963c-ce4c-478d-9023-2de35bc14b67&quot; data-account-id=&quot;70121:8d96963c-ce4c-478d-9023-2de35bc14b67&quot; accountid=&quot;70121:8d96963c-ce4c-478d-9023-2de35bc14b67&quot; rel=&quot;noreferrer&quot;&gt;Nassib Nassar&lt;/a&gt; - can we assign this to one of you, and change it to the epic for LDP?&lt;/p&gt;</comment>
                                                            <comment id="15802" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Wed, 31 Jul 2019 16:07:28 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Af80403de-e149-421e-8750-af45c853402f&quot; class=&quot;user-hover&quot; rel=&quot;557058:f80403de-e149-421e-8750-af45c853402f&quot; data-account-id=&quot;557058:f80403de-e149-421e-8750-af45c853402f&quot; accountid=&quot;557058:f80403de-e149-421e-8750-af45c853402f&quot; rel=&quot;noreferrer&quot;&gt;Charlotte Whitt&lt;/a&gt; &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Aacf63ab0-e50b-4848-8592-1c743d5addef&quot; class=&quot;user-hover&quot; rel=&quot;557058:acf63ab0-e50b-4848-8592-1c743d5addef&quot; data-account-id=&quot;557058:acf63ab0-e50b-4848-8592-1c743d5addef&quot; accountid=&quot;557058:acf63ab0-e50b-4848-8592-1c743d5addef&quot; rel=&quot;noreferrer&quot;&gt;Sharon Beltaine&lt;/a&gt; and &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=70121%3A8d96963c-ce4c-478d-9023-2de35bc14b67&quot; class=&quot;user-hover&quot; rel=&quot;70121:8d96963c-ce4c-478d-9023-2de35bc14b67&quot; data-account-id=&quot;70121:8d96963c-ce4c-478d-9023-2de35bc14b67&quot; accountid=&quot;70121:8d96963c-ce4c-478d-9023-2de35bc14b67&quot; rel=&quot;noreferrer&quot;&gt;Nassib Nassar&lt;/a&gt; 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?&lt;/p&gt;</comment>
                                                            <comment id="15807" author="70121:be36acda-040d-4925-b3df-ebd7e16d4b5b" created="Mon, 16 Sep 2019 19:23:17 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A2f7b6349-450b-419a-ba54-c181f51383ad&quot; class=&quot;user-hover&quot; rel=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; data-account-id=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; accountid=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; rel=&quot;noreferrer&quot;&gt;Dennis Bridges&lt;/a&gt; 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&apos;s not clear where this one falls? Also, do you think it would require real-time financial data?&lt;/p&gt;</comment>
                                                            <comment id="15811" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Mon, 16 Sep 2019 20:23:59 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=70121%3Abe36acda-040d-4925-b3df-ebd7e16d4b5b&quot; class=&quot;user-hover&quot; rel=&quot;70121:be36acda-040d-4925-b3df-ebd7e16d4b5b&quot; data-account-id=&quot;70121:be36acda-040d-4925-b3df-ebd7e16d4b5b&quot; accountid=&quot;70121:be36acda-040d-4925-b3df-ebd7e16d4b5b&quot; rel=&quot;noreferrer&quot;&gt;lew235&lt;/a&gt; This my require some discussion in the SIG. I don&apos;t believe this would require &quot;real-time&quot; data but that should be validated with the group. There are definitely other reports that could be grouped as monitoring or reporting &quot;Spend&quot;. Eg Expenditure by material type like electronic or physical, or spend by department/donor/group/unit etc. Many versions of this have been discussed.&lt;/p&gt;</comment>
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