Title
– this should contain the
title that will appear at the top of the report – titles should be fairly
generic so that the report can be created to serve a broad audience
Authorization – from the dropdown list select the person or
group who has authorized the report request.
An email will automatically be sent to this person or group when the
request is submitted. Requests should not be submitted unless they have been
discussed with one of the authorizers listed.
It is preferred that requests be discussed at the TUG level before being
submitted.
Report
Type – from the dropdown list
select the type of report
Functional is a list type of report used in normal
workflows
Statistical is a report with numerical data to be analyzed
Notice is a report that is usually mailed to a user or
vendor
Reference
Type – this dropdown list
identifies the functional area that will use the report. The report reference number assigned to this
request will be prefixed by an abbreviation of the reference type e.g.
Acquisitions-serials = ACQSER
Date
Required – the date entered
here will help to establish priorities if there is a backlog of requests in the
queue. The normal processing time for a
request is 6 – 8 weeks.
Requestor
– the name, email address and
telephone number of the person submitting this request
Contact – the name, email address and telephone number
of the person who should be contacted if the report developer has questions
about the request. Only necessary if the
contact name is different than the requestor.
Report Description – a
description of the report including the purpose of the report. The
description should help the report developer to understand what the report
requirements are.
Fields – a list of the data elements that should appear
on the report e.g. Patron name (surname then given name), patron barcode,
patron email address, update date for the patron record
Filters – the criteria for determining what records are
selected for the report e.g. order fund name as specified by the report
user, order status is current, order create date is within the date range
specified by the report user
Sort
Sequence – how the report
should be sorted, including sub-sorting if required e.g. By
item location and then by call number