*** This version of Confluence is for testing only and contains a copy of content from June 29th 2026. No changes will be preserved. ***
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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
- run the report as a FUNCTION in Metadb
- verify that the saved function is in the Functions directory in the z_reporting user account schema
- test the report in the FOLIO Reporting App
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- LTS_ACQ_1_sopo
- LTS_ACQ_2_orders
- FBO_1_daily_appr_inv_exported_yesterday
- FBO_2_daily_appr_inv_vendor_yesterday
Documentation Links:
- There are more specific instructions for creating Reporting App reports here:
https://github.com/folio-org/ui-ldp/blob/master/doc/reports.md - Stefan created a nice set of information on the folio-analytics wiki on UDFs, which includes information on writing functions for the Reporting App here:
https://github.com/folio-org/folio-analytics/wiki/Cookbook:-User-Defined-Function - We also have the FOLIO documentation info, which is helpful for Settings and Permissions, here:
https://sunflower.docs.folio.org/docs/reporting/reporting-app/
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