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--- evergreen-reports:meetings:2022-06-16 [2022/06/16 12:08] – created jventuro
+++ evergreen-reports:meetings:2022-06-16 [2022/07/25 01:20] (current) – ↷ Links adapted because of a move operation 157.55.39.174
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   * **Thursday, June 16, 2022** at 1:30 PM at the Evergreen International Conference
-Agenda:
+Agenda/Notes:
   - Welcome! What the heck is this group?
     - We meet the last Wednesday of every month to talk about all things reports!
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     - Report-related wins!
     - Report-related struggles
+      - Cleaning up recurring reports - how to manage recurring reports based on old templates?
+        - PINES got rid of 11,000 recurring reports from deleted staff accounts
+        - Run reports for libraries on recurring so that they can clean them up and cancel them.
+      - Reports rated poorly on Bibliomation user surveys. Opportunity to clean up templates and cull out list of shared reports, especially with Simple Reports incoming.
+  - Are third-party reporting tools within the scope of the Reports Interest Group?
+    - Yes!
+    - TADL uses Jasper Reports
+    - KCLS uses Power BI
+    - Let's get some links to resources on these on the wiki (and maybe invite these folks to speak at a meeting!)
   - Project: Wiki cleanup
     - Goals:
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         - Link to documentation, conference presentations, and Launchpad bugs with reports tag
         - Get sample reports posted as a starting point for new libraries/consortia to Evergreen
+        - Link to resources on third-party reporting tools
     - Questions:
       - Do we need/want to keep both the [[https://wiki.evergreen-ils.org/doku.php?id=evergreen-reports|Evergreen reports wiki page]] and the [[evergreen-reports:rig|Interest Group]] page?
+        - No - consolidate! Make the Interest group page the main. Ruth will do (thank you!)
       - How do we make those cool menus that other interest group pages? Examples: [[cataloging:cwg|Catalogers Interest Group]] and [[newdevs:start|New Developers Group]].
+        - Create new page [[evergreen-reports:rig:sidebar]]. Ruth will do as part of the consolidation.
       - Who do we talk to about deleting pages?
+        - Outreach
+        - Recommend deprecating/archiving rather than deleting
         - Candidates for deletion:
           - [[evergreen-reports:taskforce_wish_lists|Wish List]] - let's just use Launchpad!
-          - [[evergreen-reports:rig_reports-related_development_projects|Development Projects]] - again, Launchpad
+          - [[zzz_archive:evergreen-reports:rig_reports-related_development_projects|Development Projects]] - again, Launchpad
+          - [[evergreen-reports:posting_guidelines|Posting Guidelines]] - we'll create new guidelines for templates and SQL
     - Sample Templates
       - Main page with links out by topic? (as with the [[evergreen-reports:sql|SQL page]]?
       - Link to [[acq:reports|Acq Reports]] from the acq interest group, and perhaps use for inspiration/guidelines
-      - [[evergreen-reports:posting_guidelines|Posting Guidelines]] - separate for SQL and templates, put on main page?
+      - [[evergreen-reports:posting_guidelines|Posting Guidelines]]
+        - Put these on main pages for posting templates and SQL, have different guidelines for templates and SQL
+          - For SQL, designate whether it is read-only or needs read/write access, and make it friendly for PG Admin, not just for command line.
+          - Screen shots of display fields and filters are helpful for report templates