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
Metadb - (open source)
LDP - (open source)
LDLite - (open source)
Panorama - (fee-based)
In-App Reports
In-App reports refer to tools within FOLIO applications in one functional area that allow the user to download records from that functional area.
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 | ||
FOLIO Applications
FOLIO Reporting App - The Reporting app provides a FOLIO interface for interacting with an LDP database. There are two section to the app, the Query builder and Saved queries. The Query builder allows you to build a query with the option to save it for later use. Saved queries allows you to load a previous query into the Query builder to start editing or run.
FOLIO Lists App -
Other Tools Associated with Reporting
API - using a tool to use the API to get data from the FOLIO applications (Postman, CQL, Python, LDLite, etc.)
Questions
-Does LDLite support reports used in the Reporting App?
-Does the reporting app support any data warehouse?