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:

1. New report permission prevent creating reports from shared templates https://bugs.launchpad.net/evergreen/+bug/2063466
2. 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