Topic: Reports Clean Up and Management
Time: May 29, 2024 02:00 PM Eastern Time (US and Canada)

Zoom link: [[https://us06web.zoom.us/j/81866299929?pwd=F8nlQ2fmod6bPx0mWwPck5WEfpbo84.1]]
  * Meeting ID: 818 6629 9929
  * Passcode: 501162

Find your local number: [[https://us06web.zoom.us/u/kepUi8GAzQ]]

Bugs: 
  - New report permission prevent creating reports from shared templates [[https://bugs.launchpad.net/evergreen/+bug/2063466]]
  - Wishlist: Option to Share Simple Report Template [[https://bugs.launchpad.net/evergreen/+bug/2055067]]

Notes:  
  * Reports: Search results folder column does not show folder hierarchy [[https://bugs.launchpad.net/evergreen/+bug/2067511]]
  * We discussed how consortium manage and clean up reports. Suggestions include:
          * Set up chron jobs to delete outputs and non-recurring reports after a set period of time.
          * Be sure to set up time out windows so faulty templates to run forever. 
          * Include the source as well as the paths for display and filter fields in the description/notes.
          * Include the Evergreen version in the template name to know create time at a glance. 
          * Run reports on unused templates to delete unnecessary ones. 
          * Run reports on the template/report run history to delete unneeded recurring or ones from inactive staff. 
          * Use the documentation url to share links to additional instructions.
          * Review permissions and who can run/build/share templates. 
          * Be aware that migrated data will impact how you use reports, especially for weeding purposes.
          * Review the differences in functionality between Simple Reports and full Reports. 
          * Review the use of nullability especially for reports using Statistical Categories 

Recording:  [[https://youtu.be/a-L1DIqIrgk]]