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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:

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