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  • 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., LTS_ACQ_1_name_of_query
  • make sure the report does not include sensitive data, such as patron identifiers (e.g., user_id, requester_id)


Publishing the report

  • test the report by running it as a FUNCTION in Metadb
  • save working version of the query and its companion JSON file to reporting_app_dev
  • to publish, post the query and its companion JSON file to the reporting_app directory
  • test the report in the FOLIO Reporting App


Naming Conventions

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

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Reporting App Naming Conventions 

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

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