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The Reporting SIG primarily uses the Reporting JIRA project (REP) to manage and track reporting-related work.  


The UX Product (UXPROD) project is used for the high-level planning of all FOLIO work, including Reporting.  

UXPROD includes Reporting Features which...

  • ...are related to higher-level Reporting Epics (see Epic Link field in JIRA issue)
  • ...are linked to issues in Reporting JIRA project (in fact, each issue in the Reporting JIRA project must be linked to at least one UXPROD Feature)
  • ...are primarily assigned to and managed by a Product Owner
  • ...contain tee-shirt sized development estimates for use in planning (see Front End Estimate and Back End Estimate fields in JIRA issue)
  • ...include rankings from the implementers (see Rank fields in JIRA issue)
  • ...indicate what team is working on the feature (see Development Team field in JIRA issue)


Holly Mistlebauer has created shared filters in the FOLIO JIRA instance to make it easier to see reporting-related JIRA issues.

The filters are listed below, followed by instructions for making them accessible when you log into JIRA. 


The shared JIRA filters (aka queries, reports) below allow you to view all in-app reports, data warehouse report or consortia reports (with an option to only see those that are still "open):

Title & LinkDescription
Reporting: All issues with key "Rep-"      
Lists all issues in the FOLIO JIRA project "Reporting", which all have a key of Rep-#, where # is a number from 1 to 9999.
Reporting: Open issues with key "Rep-"Lists open issues in the FOLIO JIRA project "Reporting", which all have a key of Rep-#, where # is a number from 1 to 9999.
Reporting: All issues with label "appreport"Lists all in-app report issues, which reside within the functional area FOLIO JIRA project for which they are being produced.
Reporting: Open issues with label "appreport"Lists open in-app report issues, which reside within the functional area FOLIO JIRA project for which they are being produced.
Reporting: All issues with label "consortia"Lists all consortia report issues, which reside within the FOLIO JIRA project "Reporting."
Reporting: Open issues with label "consortia"Lists open consortia report issues, which reside within the FOLIO JIRA project "Reporting."
Reporting: All issues with label "dwreport"

Lists all data warehouse report issues (excluding consortia and in-app), which reside within the FOLIO JIRA project

"Reporting."

Reporting: Open issues with label "dwreport"Lists open data warehouse report issues (excluding consortia and in-app), which reside within the FOLIO JIRA project "Reporting."
Reporting: All issues with label "appreport" or "dwreport"Lists all in-app report issues (from JIRA Project UXPROD) and data warehouse reports (from JIRA Project Reporting).  Open the filter and use the option "More" to select "Report Contact(s)" to narrow down the issue list to reports for which you are a contact.  Select "Save as" to save the filter with a new name for future use.
Reporting: Open issues with label "appreport" or "dwreport"Lists all open in-app report issues (from JIRA Project UXPROD) and data warehouse reports (from JIRA Project Reporting).  Open the filter and use the option "More" to select "Report Contact(s)" to narrow down the issue list to reports for which you are a contact.  Select "Save as" to save the filter with a new name for future use.
Reporting: All issues with label "reporting"   Lists all FOLIO JIRA issues containing the label "reporting" regardless of which JIRA project they reside in.
Reporting: Open issues with label "reporting"Lists open FOLIO JIRA issues containing the label "reporting" regardless of which JIRA project they reside in.


The shared JIRA filters (aka queries, reports) below allow you to view all reports (in-app and data warehouse combined) for a selected functional area:

Title & LinkDescription
Reporting: All "External Statistics" ReportsLists all FOLIO JIRA issues containing Label "appreport" or "dwreport" with Report Functional Area(s) of "External Statistics"
Reporting: All "Import and Export" ReportsLists all FOLIO JIRA issues containing Label "appreport" or "dwreport" with Report Functional Area(s) of "Import and Export"
Reporting: All "Metadata Management" ReportsLists all FOLIO JIRA issues containing Label "appreport" or "dwreport" with Report Functional Area(s) of "Metadata Management"
Reporting: All "Resource Access" ReportsLists all FOLIO JIRA issues containing Label "appreport" or "dwreport" with Report Functional Area(s) of "Resource Access"
Reporting: All "Resource Management" ReportsLists all FOLIO JIRA issues containing Label "appreport" or "dwreport" with Report Functional Area(s) of "Resource Management"
Reporting: All "User Management" ReportsLists all FOLIO JIRA issues containing Label "appreport" or "dwreport" with Report Functional Area(s) of "User Management"

  

To make the above shared filters readily accessible when you log into JIRA, please follow these steps:

  1. Go to https://issues.folio.org/ (if you aren't already logged in to JIRA, use the same login that you use to login to this wiki)
  2. Select Manage filters from Issues drop-down menu
  3. Click on Search option in the left-hand column
  4. Type "Reporting" in the Search box and press the Search button
  5. The 6 filters listed above will appear
  6. Click on the white star to the left of each filter name, turning the star gray
  7. Now when you select the Issues drop-down menu you should see these 6 filters with the FILTERS section, making them easy to find and use



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