Page History

...

Reporting Team Goals and Accomplishments for 2025

• Resolve Derived Tables Issues 
  • created modified versions of derived tables and automated them to run daily

• Test and Develop Reports for Reporting App for Metadb 
  • wrote and published new query for Acquisitions staff to use to manage orders
  • determined permission settings not meeting our needs, so submitted https://folio-org.atlassian.net/browse/UILDP-178 for a new Reporting App User role, scheduled to be released in Trillium
  • working on proposal to develop functionality to create user roles that map to github repository directories link

...

• Optimize our collection of queries on the cul-folio-analytics GitHub repository
  • reduced dependence on derived tables
  • created modified versions of derived tables and automated them to run daily
  • Created new queries as needed and updated the code in existing queries
  • updated queries to reflect updates to Metadb tables after Ramsons

• Improved report automation, e.g. test Temporal application
  • waiting on automation teamsoftware developer

• Consider new reporting applications over DBeaver EE 
  • agreed this is still the best tool for our team to use to create and manage code for report queries, derived tables, and dashboards

• Set achievable goals within reporting team by minimizing project scope creep 
  • yup

...

• Create standard testing procedures to verify accuracy of data and reasonableness before and after each reporting database update; (e.g., do record counts fall within expected parameters?); identify certain queries that could be used as test cases before and after an upgrade, coming from various functional areas 
• Test, support, learn more about the Lists App
  • Natalya?
• PowerBI
  • set up infrastructure 
• Metadb Data Privacy
• Accomodating Losses in Reporting Staff
  • covering work for Nancy Bolduc and Linda Miller
• Wolfcon 2025 Conference
  • training and presentation
  • youtube links

...