1 - Make sure your query meets the specifications described on the Preparing a Canned Report or Ad Hoc Report for cul-folio-analytics page.
1 2 – Create an entry for the report on the FOLIO Canned Reports Directory at at
https://confluence.cornell.edu/display/folio/FOLIO+Canned+Reports+Directory
2 3 – Under “All Reports,” pick the next CR number and add a row at the end of the All Reports table. Enter all the information listed in the columns. Duplicate this entry in the appropriate functional area reports section, e.g., Access Services reports.
3 – Create an entry for the report in the CUL-FOLIO-ANALYTICS 4 – Log into the cul-folio-analytics repository on GitHub after logging in
https://github.com/cul-it/cul-folio-analytics
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4 - Open the canned_reports or ad_hoc directory, choose Add file/Create new file
Enter the CR and number , for this query followed by a Slash ( / ) mark, and README.md after canned_reportsthen enter the name of the query you will be submitting followed by a .sql file extension. Make sure the name of the query includes underscore characters between each of the words, and keep the name as short as you can (e.g., loan_count.sql). The Slash mark creates a new directory for this query, and the README.md is the markdown file for its readme documentation.
Hit the Return key to create the documentation file.
5 – Create the README.md file for this query. Enter a short description for the query, using this template as a model:
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CR100
Loans Count Report Report Details
Brief description: This report can be used to satisfy a need for annual statistics showing loan counts by location. The report includes material type and loan policy as well as patron group information.
For a list of all the options you may use with the filters at the top of this query, see the Filter Directory
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enter both the new directory and the name of the query file you will be submitting.
Once done, click to submit your changes.
6 – Return to the main directory for this query by clicking the CR and number above.
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