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What is FOLIO Reporting?

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

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

  • 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

Other Tools Associated with Reporting

Lists -

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