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- Add your report to the appropriate tab (functional area) in the Reporting SIG Master Spreadsheet on the bottom of the list. It MUST be added to the bottom of the list.
- Add the next sequential ID number for your report.
- If the report doesn't currently exist at your institution (i.e.it is on your "wishlist"), please type the word "Wishlist" in the "Link to Sample" column of the Reporting SIG Master Spreadsheet.
- At this point a JIRA issue needs to be created in the Reporting JIRA project for the new report. You have two options:
- If you are uncomfortable with JIRA, send an email message with the new ID number and worksheet tab (functional area) to Holly Mistlebauer and she will add a new FOLIO JIRA ticket for your new report.
- If you are comfortable with JIRA, create the JIRA issue yourself following these strict guidelines to the letter.
- When the report is added, an email notification will be sent to the individuals who requested to be included in the reporting-notifications JIRA group. (If you would like to be added or removed, please contact Holly Mistlebauer.)
- If the report is a potential in-app report (i.e. it uses real-time data and is needed daily or perhaps weekly) please send Holly Mistlebauer the JIRA Issue Key and she will discuss the report with the appropriate Product Owner. If the report is deemed an in-app report, the JIRA issue will be moved from the Reporting JIRA project to the UXPROD JIRA project. As the "Reporter" of the JIRA issue, you will be notified that this is happening.