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How to Add a Report

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The Reporting SIG is tracking reports in two areas: the Folio JIRA ticket system and the Reporting SIG Master Spreadsheet. The details of the report will remain in the Reporting SIG Master Spreadsheet. The testing and project progress will be tracked in the FOLIO JIRA Ticket system. If you identify a new report to add to our reporting requirements, please follow these short steps to make sure these tracking systems are synchronized:

  1. 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. 
  2. Add the next ID number for your report.
  3. If the report doesn't currently exist (i.e.it is on your "wishlist"), please the word "Wishlist" in the "Link to Sample" column of the Reporting SIG Master Spreadsheet.
  4. Send an email message with the new ID number and worksheet tab (functional area) to Holly Mistlebauer so she can add a new FOLIO JIRA ticket for your report.
  5. After Holly creates the JIRA issue, everyone who has ask to be notified of new reporting issues will receive an email message about the new issue.


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