• Time: 2 PM Eastern
• Place: Google Meet

Agenda/Notes:

1. Introductions
   1. The meeting had 30 participants when we started intros!
2. Report Bugs Discussion
   • Launchpad bugs with reports tag
   • Gave a Launchpad orientation for those new to it.
     • See the Evergreen Bug Wrangler FAQ for information on reporting, testing, and signing off on bugs.
   • Highlights available for testing:
     • Wishlist: Reporter Copy Statistics View
       • Started testing during meetings. PINES turned Clark Kent on the server later, so testing could continue.
       • Signed off after meeting
     • Payment by billing type breakdown (signed off)
       • New view that maps payment to all billing types it covers.
     • reporter template can misinterpet expected input for an aggregate filter
       • Signed off after meeting
     • reporter: action.all_circulations_combined_types should break out non-cat in-house-use (committed)
     • Move calculated dewey ranges/blocks to their own reporting view
       • Stated testing during meeting. Signed off after meeting.
   • New bugs reported:
     • Make option to allow/not allow running reports off Shared Templates
       • Result of discussion on deleting shared report templates (see Open Reports Help Time below).
     • Edit Report Template Name and Description Without Cloning
       • Result of discussion started on the mailing list after the meeting
   • Other bugs discussed:
     • It would be helpful for fields to no longer be selected after adding them to Display Fields or Filters. That is covered in this bug: Web Client: Selected fields should be cleared after clicking Add Field button
3. Regular Meeting Schedule Discussion
   • Will meet the last Tuesday of the month, every other month
4. Future Meeting Topic Discussion
   • Topic ideas:
     • Reporter Data Sources
     • Transforms and Operators
     • Nullability
5. Open Reports Help Time
   • Management for shared templates
     • When another user runs a report off a template, the template cannot be deleted. Most admins reported that they create a hidden folder called "Trash" or similar and move templates that no longer work but can't be deleted to that folder.
     • Also use hidden folders for creating and testing new templates. Creating separate folders for each new template you are working on may help with organization.
   • PAILS(?) reported trouble on reports that have diacritics in titles and Bibliomation reported trouble with call number ranges - getting results outside of range, but no one else at the meeting had these specific issues.