Evergreen Report Interest Group Meeting: 2022-04-27

Results from report on most used templates - TBC @ next meeting
- Additional ideas for analyzing data:
  - Add more columns and use Excel pivot tables to get top 10 or 20 most run templates
  - More columns to add
    - Under template: description, data (to see more info about build), recur, recurrance
    - Under runs -> runner: OPAC/staff client username (to see unique users)
- Build the template for your consortium or library and run it for the last year (April 1, 2021 - April 1, 2022) and report back results at the next meeting. Ideas of things to report:
  - Top 20 recurring reports for the year
  - Top 20 non-recurring reports for the year
Simple Reporter Interface - Andrea Buntz Neiman from Equinox Open Library Initiative
- Coming in Evergreen 3.9! (released today!)
- Documentation: https://docs.google.com/document/d/1K4F8hK6GO_URqbfj5u8qOc6v254gpwIh2SwdOw0x2eU/edit
- Ability to define how columns sort when report is created
- Holdable? and Circulate? based flag in the item record, but also the status and shelving location, but not policy
- "View User" permission is checked for reports including patron data. For this reason, limited patron info is available in circulation reports.
- Report types can be customized by admins who have familiarity with the IDL and SQL
- Sharing reports is currently not possible
- Thank you to Equinox and their partners who funded this development (C/W Mars and Missouri Evergreen
Next meeting: May 25th @ 2 PM Eastern; Continue discussion on wiki cleanup and improvements, other topic suggestions welcome!