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Basics

Reports that are delivered through the FOLIO Reporting App require some setup and configuration before they can be published for users. Here are some of the first steps.

  • write the query as a FUNCTION
  • in addition to the SQL query, set up a JSON file to configure the report display and parameters
  • use naming conventions, e.g.,


Naming Conventions

  • Add a prefix appropriate for the work area or function of your report, as well as a number

Reporting App Naming Conventions 

  • LTS-ACQ 
  • LTS-CAT 
  • CIRC 
  • ADC 
  • FBO 
  • CUCD

Additionally, we will need to number the reports sequentially. How does this look to everyone as a template? 

  • LTS_ACQ_1_sopo 
  • LTS_ACQ_2_orders 
  • FBO_1_daily_appr_inv_exported_yesterday 
  • FBO_2_daily_appr_inv_vendor_yesterday 


See the following documentation for more instructions.