===== Evergreen Reports Taskforce Meeting: 2012-03-30 =====
Time: 2:30 pm Eastern

Place: [[http://evergreen-ils.org/irc.php|#Evergreen IRC channel]].  Anyone interested in reports is welcome to attend.  

  - Introductions and Volunteer for Minutes
    - It was agreed that MeetBot would take our minutes, however a significant portion of the JasperReports update was missed.  Therefore, Jenny offered to create these minutes at the end of the meeting.
    - Present: 
      - Jenny Turner, PALS
      - Jeff Godin, Traverse Area District Library (TADL)
      - Amy Terlaga, Bibliomation
      - Ben Shum, Bibliomation
      - Galen Charlton, Equinox
      - Thomas Berezansky, MVLC
      -  Jason Etheridge, Equinox
  - Review and approval of the [[http://evergreen-ils.org/meetings/evergreen/2012/evergreen.2012-03-05-16.01.html|MeetBot Notes]] from March 5.
    - Approved.
  - Old Business and updates 
    - Documentation - **SKIPPED** for time/no new updates.
      - Please review what exists and submit what is needed to Jenny (jennifer.turner(at)mnsu.edu)
      - Update on 2.1 and data source documentation
      - Reports Documentation for future releases (2.2)
      - Site-specific documentation can be linked to the [[http://evergreen-ils.org/dokuwiki/doku.php|DocuWiki Page]]. This documentation may be of use to other Evergreen sites! 
    - JasperReports update from Jeff
      - JasperSoft makes a number of software products under the JasperSomething name, including tools which are available under "community edition" open source licenses / free to use. They also offer commercial paid products.
      - TADL has been using JasperReports Server as a web frontend for a self-service reporting interface for staff, and using iReport to design the report templates. If you have an SQL report, you can turn it into a JasperReports report template, give parameters that staff can be prompted to enter, etc.
      -  I've got a demo server up with a very basic pair of reports. Between now and the conference, I'll be fleshing it (or its replacement) out with more reports (and more data -- so that the reports are less boring).
        - Demo server is at http://orchid.dev.tadl.org:8080/jasperserver
        - Log in with the read-only username and password of egdemo / open-ils
        - Once there, probably the easiest way to navigate is to pick Reports from the View menu/navigation across the top. If you run the "User Profile Counts" report -- simply click it -- you'll see a count of users in profile groups by library location. This is just using some demo/sample data on a 2.1 system.  If you then click the name of one of the profile groups in the report output, it should run a drill-down report which will list all of the patrons (family, first, and username) in that group. On the left-hand side, you'll see options where you can change the criteria, to see just users with a certain home OU, or to see users in a different group. 
      - Jeff is planning to create reports for all of the SQL reports listed in the Evergreen wiki. http://evergreen-ils.org/dokuwiki/doku.php?id=evergreen-reports:sql. Beyond that, and what reports TADL is using, he's open for other suggestions. Perhaps starting in on the canned reports that were contributed some time back.
      - Reports export to pdf, excel, etc. Users can log in and schedule reports and have the report output (say, pdf) emailed to them -- or they can log in to the web interface to retrieve it.
      - It can tie to an ldap server (such as active directory) for staff logins -- TADL uses this.
      - TADL also has reports for other non-ils data, such as our soft stats, wireless/public computing stats, visitor counts, etc.
      - Jeff will probably not be at the Reports Interest Group meeting at the conference, but Amy will give a summary of this work and steer people towards Jeff's presentation devoted to JasperReports later at the conference.
    - Evergreen reports-related activities at Evergreen Annual Conference
      - Ideas for the Reports Interest Group meeting/Small Group Discussion Topics and Leaders [[evergreen-reports:meetings:2012-04-25-agenda|Interest Group Meeting Agenda]] (Brainstorming)
        - Tentative topic ideas: New/Investigating Evergreen, SQL Reports, Reports Documentation (pieces needed, organization) 
        - Volunteers to lead small groups: Amy, Jessica (also Bibliomation), Jenny.  Others are welcome!
        - Jenny will see if attendees have ideas for discussion not already proposed by this group.  She is willing to lead a discussion on whatever is needed.
        - At the end of the session, we will come together as a large group to share discussion highlights.
      - Galen will attend our meeting at the conference to talk a bit about template sharing in Evergreen.
    - Anything else from past meetings?
      - Nothing.
  - New Business
    - None.

Next meeting: April 25, 2012; 1:00-2:30 at the [[http://evergreen2012.org/|Evergreen International Conference]] in Indianapolis, IN - [[evergreen-reports:meetings:2012-04-25-agenda|Interest Group Meeting Agenda]]