Now that I have fixed the empty search in Persons >> Local Persons search issue, I have not been asked to look at Reports.
I guess that there is an external application that is used for this generally called Jaspersoft iReport Designer ( https://wiki.collectionspace.org/display/DOC/How+to+add+and+run+reports ).
I see also a Run Report on the upper right of certain pages.  However, the select box is empty.  How do we get that populated as a starting point.
Unfortunately our museum does not have a wish list of reports and data per them so it is going to be a little difficult to create everything from scratch.  
I got the impression that there were at least a few pre-defined reports.  If so, how may I access / activate them? James D. Keeline

We're adding a number of new reports with the v4.4 release in addition to those developed by Lam, along with documentation for how to add those reports to earlier versions.

Many of these reports are available now for testing - I'll lean on Richard for directions to access and add them to your CSpace instance, James.

Megan Forbes
CollectionSpace Program Manager
megan.forbes@lyrasis.org
917.267.9676 Cell
meganbforbes Skype

From: Talk talk-bounces@lists.collectionspace.org on behalf of Chris Hoffman chris_h@berkeley.edu
Sent: Wednesday, June 22, 2016 12:01:59 PM
To: James Keeline
Cc: Talk
Subject: Re: [Talk] Default reports on CSpace

Hi James,

Out of the box, CollectionSpace only comes with one default report, on the Acquisition record.  However, a member of the Berkeley team, Lam Voong, is working on a set of six reports that will be in the next release.  There's definitely a way to get these installed in your environment, but I'll let sharper minds jump in here with the best approach!

Here's the Jira: https://issues.collectionspace.org/browse/CODE-37

Lam is updating those reports to handle situations where on cataloging records are associated with the procedural record (e.g., a loan transaction). That work is in this Jira: https://issues.collectionspace.org/browse/CSPACE-6948

There's some new documentation about reports that should be in the next release:
https://wiki.collectionspace.org/display/UNRELEASED/User+Manual+-+Reporting

In terms of not having any requirements from the museum yet, hopefully the six reports that Lam is working on will be a sufficient start.  I suspect the museum will want to modify those reports.  Start with simple things like adding their name and logo and removing fields.  Then move on to adding fields they want to display.  Once you start adding fields, you get into the whole SQL query business, which for CollectionSpace is all sorts of fun ;-)

Good luck,
Chris

On Jun 21, 2016, at 4:41 PM, James Keeline <james@keeline.commailto:james@keeline.com> wrote:

Now that I have fixed the empty search in Persons >> Local Persons search issue, I have not been asked to look at Reports.

I guess that there is an external application that is used for this generally called Jaspersoft iReport Designer ( https://wiki.collectionspace.org/display/DOC/How+to+add+and+run+reports ).

I see also a Run Report on the upper right of certain pages.  However, the select box is empty.  How do we get that populated as a starting point.

Unfortunately our museum does not have a wish list of reports and data per them so it is going to be a little difficult to create everything from scratch.

I got the impression that there were at least a few pre-defined reports.  If so, how may I access / activate them?

James D. Keeline

Talk mailing list
Talk@lists.collectionspace.orgmailto:Talk@lists.collectionspace.org
http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org

It is quite possible that the six reports would be a great starting place.
May I note that the links to Jasper on the documentation are no longer functional?  As such it was not clear which software to download from http://community.jaspersoft.com/ though I suppose it is the free Jasper Studio based on what I see in the documentation.
One of my colleagues has some experience with Jasper and will be looking at this a bit today.  However, if there is a way to install these reports and get them running on our system, that would be great.  We have a training session on Friday with key museum staff so we are working to get things in place for that.  Thus, today and tomorrow are the ideal times for us to work on this.  I greatly appreciate any help.
I will note that this museum has been pleasantly undemanding on feature requirements.  They do appreciate simplicity whenever possible.  That is one of the reasons that we hid many of the fields in the object record form.  This proved to be valuable information that I'll document for the next implementation we are involved with. James D. Keeline

  From: Chris Hoffman <chris_h@berkeley.edu>

To: James Keeline james@keeline.com
Cc: Talk talk@lists.collectionspace.org
Sent: Wednesday, June 22, 2016 9:01 AM
Subject: Re: [Talk] Default reports on CSpace

Hi James,
Out of the box, CollectionSpace only comes with one default report, on the Acquisition record.  However, a member of the Berkeley team, Lam Voong, is working on a set of six reports that will be in the next release.  There’s definitely a way to get these installed in your environment, but I’ll let sharper minds jump in here with the best approach!
Here’s the Jira: https://issues.collectionspace.org/browse/CODE-37
Lam is updating those reports to handle situations where on cataloging records are associated with the procedural record (e.g., a loan transaction). That work is in this Jira: https://issues.collectionspace.org/browse/CSPACE-6948
There’s some new documentation about reports that should be in the next release:   https://wiki.collectionspace.org/display/UNRELEASED/User+Manual+-+Reporting
In terms of not having any requirements from the museum yet, hopefully the six reports that Lam is working on will be a sufficient start.  I suspect the museum will want to modify those reports.  Start with simple things like adding their name and logo and removing fields.  Then move on to adding fields they want to display.  Once you start adding fields, you get into the whole SQL query business, which for CollectionSpace is all sorts of fun ;-)
Good luck,Chris

On Jun 21, 2016, at 4:41 PM, James Keeline james@keeline.com wrote:
Now that I have fixed the empty search in Persons >> Local Persons search issue, I have not been asked to look at Reports.
I guess that there is an external application that is used for this generally called Jaspersoft iReport Designer ( https://wiki.collectionspace.org/display/DOC/How+to+add+and+run+reports ).
I see also a Run Report on the upper right of certain pages.  However, the select box is empty.  How do we get that populated as a starting point.
Unfortunately our museum does not have a wish list of reports and data per them so it is going to be a little difficult to create everything from scratch.  
I got the impression that there were at least a few pre-defined reports.  If so, how may I access / activate them? James D. Keeline

Talk mailing list
Talk@lists.collectionspace.org
http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org

James,

Peter Murray has created documentation for using Jaspersoft Studio for creating and running CollectionSpace reports.  Here is a link to his latest copy of the documentation.  Peter plans on updating the documentation to include more information by the beginning of July:

https://wiki.collectionspace.org/display/DOC/Creating+and+Running+a+CollectionSpace+Report+in+Jaspersoft+Studio

-Richard

From: Talk talk-bounces@lists.collectionspace.org on behalf of James Keeline james@keeline.com
Sent: Wednesday, June 22, 2016 9:16 AM
To: Chris Hoffman
Cc: Talk
Subject: Re: [Talk] Default reports on CSpace

It is quite possible that the six reports would be a great starting place.

May I note that the links to Jasper on the documentation are no longer functional?  As such it was not clear which software to download from http://community.jaspersoft.com/ though I suppose it is the free Jasper Studio based on what I see in the documentation.

One of my colleagues has some experience with Jasper and will be looking at this a bit today.  However, if there is a way to install these reports and get them running on our system, that would be great.  We have a training session on Friday with key museum staff so we are working to get things in place for that.  Thus, today and tomorrow are the ideal times for us to work on this.  I greatly appreciate any help.

I will note that this museum has been pleasantly undemanding on feature requirements.  They do appreciate simplicity whenever possible.  That is one of the reasons that we hid many of the fields in the object record form.  This proved to be valuable information that I'll document for the next implementation we are involved with.

James D. Keeline

From: Chris Hoffman chris_h@berkeley.edu
To: James Keeline james@keeline.com
Cc: Talk talk@lists.collectionspace.org
Sent: Wednesday, June 22, 2016 9:01 AM
Subject: Re: [Talk] Default reports on CSpace

Hi James,

Out of the box, CollectionSpace only comes with one default report, on the Acquisition record.  However, a member of the Berkeley team, Lam Voong, is working on a set of six reports that will be in the next release.  There’s definitely a way to get these installed in your environment, but I’ll let sharper minds jump in here with the best approach!

Here’s the Jira: https://issues.collectionspace.org/browse/CODE-37

Lam is updating those reports to handle situations where on cataloging records are associated with the procedural record (e.g., a loan transaction). That work is in this Jira: https://issues.collectionspace.org/browse/CSPACE-6948

There’s some new documentation about reports that should be in the next release:
https://wiki.collectionspace.org/display/UNRELEASED/User+Manual+-+Reporting

In terms of not having any requirements from the museum yet, hopefully the six reports that Lam is working on will be a sufficient start.  I suspect the museum will want to modify those reports.  Start with simple things like adding their name and logo and removing fields.  Then move on to adding fields they want to display.  Once you start adding fields, you get into the whole SQL query business, which for CollectionSpace is all sorts of fun ;-)

Good luck,
Chris

On Jun 21, 2016, at 4:41 PM, James Keeline <james@keeline.commailto:james@keeline.com> wrote:

Now that I have fixed the empty search in Persons >> Local Persons search issue, I have not been asked to look at Reports.

I guess that there is an external application that is used for this generally called Jaspersoft iReport Designer ( https://wiki.collectionspace.org/display/DOC/How+to+add+and+run+reports ).

I see also a Run Report on the upper right of certain pages.  However, the select box is empty.  How do we get that populated as a starting point.

Unfortunately our museum does not have a wish list of reports and data per them so it is going to be a little difficult to create everything from scratch.

I got the impression that there were at least a few pre-defined reports.  If so, how may I access / activate them?

James D. Keeline

Talk mailing list
Talk@lists.collectionspace.orgmailto:Talk@lists.collectionspace.org
http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org