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--- evergreen-reports:meetings:2022-04-27 [2022/04/25 10:01] – jventuro
+++ evergreen-reports:meetings:2022-04-27 [2022/04/27 16:10] (current) – jventuro
@@ Line 1: / Line 1: @@
 ====== Evergreen Report Interest Group Meeting: 2022-04-27 ======
-  * **Wednesday, April 27, 2022** at 2:00 PM Eastern
+  * Results from [[http://list.evergreen-ils.org/pipermail/evergreen-reports/2022-March/000343.html|report on most used templates]] - TBC @ next meeting
-    * Video call link: https://meet.google.com/amh-vnab-qok
+    * Additional ideas for analyzing data:
-      * Or dial: ‪(US) +1 513-818-1901‬ PIN: ‪183 237 192‬
+      * Add more columns and use Excel pivot tables to get top 10 or 20 most run templates
-      * More phone numbers: https://tel.meet/amh-vnab-qok?pin=3501606192145
+      * More columns to add
+        * Under template: description, data (to see more info about build), recur, recurrance
-Agenda:
+        * Under runs -> runner: OPAC/staff client username (to see unique users)
-  * Results from [[http://list.evergreen-ils.org/pipermail/evergreen-reports/2022-March/000343.html|report on most used templates]] - TBC @ next meeting if necessary
+    * Build the template for your consortium or library and run it for the last year (April 1, 2021 - April 1, 2022) and report back results at the next meeting. Ideas of things to report:
+      * Top 20 recurring reports for the year
+      * Top 20 non-recurring reports for the year
   * Simple Reporter Interface - Andrea Buntz Neiman from Equinox Open Library Initiative
+    * Coming in Evergreen 3.9! (released today!)
+    * Documentation: [[https://docs.google.com/document/d/1K4F8hK6GO_URqbfj5u8qOc6v254gpwIh2SwdOw0x2eU/edit]]
+    * Ability to define how columns sort when report is created
+    * Holdable? and Circulate? based flag in the item record, but also the status and shelving location, but not policy
+    * "View User" permission is checked for reports including patron data. For this reason, limited patron info is available in circulation reports.
+    * Report types can be customized by admins who have familiarity with the IDL and SQL
+    * Sharing reports is currently not possible
+    * Thank you to Equinox and their partners who funded this development (C/W Mars and Missouri Evergreen
   * Next meeting: May 25th @ 2 PM Eastern; Continue discussion on wiki cleanup and improvements, other topic suggestions welcome!