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Some background…..

-description of reporting, including scope, features, limitations, etc.

-The PC has a couple of asks for the Reporting SIG that relate to developing a definition of reporting in FOLIO, list of in-app reports in FOLIO, and what a minimum level of reporting in FOLIO would look like.

  • creating a table may or may not be helpful to list the options

  • need to focus on the most important reporting tools

  • how do you query MARC?

  • need to consider performance in the solution chosen

  • need a definition for what we mean by "reporting"

  • useful to have a list of all the "reporting" options

Reporting Data Warehouse Solutions

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Functional Area

App

Description

Limitations

Acquisitions

Orders

allows user to select a list of closed/open/pending purchase orders and export the results to CSV

-max X records

Acquisitions

Invoices

Acquisitions

Finance

The PC has a couple of asks for the Reporting SIG that relate to developing a definition of reporting in FOLIO, list of in-app reports in FOLIO, and what a minimum level of reporting in FOLIO would look like.

...

creating a table may or may not be helpful to list the options

...

need to focus on the most important reporting tools

...

how do you query MARC?

...

need to consider performance in the solution chosen

...

need a definition for what we mean by "reporting"

...

Other Tools Associated with Reporting

...