*** 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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- Create and share reports for CUL users using the FOLIO Lists App
- create lists for users to across various functional areas of reporting
- create naming conventions for Reporting Team lists so users know they are actively supported and maintained
- Continue to support Tableau Dashboards for Reporting Users
- maintain existing dashboards with updates in data fields as new versions of FOLIO are released
- update queries used as data sources in dashboards as needed
- update dashboards in response to feedback from users
- create new dashboards as requested
- Set up Explore PowerBI Data Dashboard Infrastructure and Test Application
- get access to Power BI Pro for creating and publishing data dashboards
- set up workspace for users to gain acccess to CUL PowerBI data dashboards on central Fabric servercomplete PowerBI trainingserver
- create some initial PowerBI reports and dashboards to gain familiarity with this new tool
- Metadb Data Privacy
- manage the Metadb Data Privacy subgroup of the FOLIO Reporting SIG, where representatives from several FOLIO institututions, EBSCO, and Index Data are working to improve support for Metadb data privacy
- work with Reporting PO Lauren Seney on proposal to develop functionality to create Reporting App user roles that map to github repository directories
- work with Reporting PO Lauren Seney on proposal to develop Metadb software development requirements to support data anonymization, GDPR, and other data privacy feature
- provide updates on Metadb Data Privacy projects to CUL FOLIO Governance committee
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