ADMIN Reporting – for Patrick, Megan, Chris Hoffman Purpose: To work through how Administrators use Reporting screen and ability to access reporting functions. Proposed: Admin Reporting Screen – several screen shots for future screen, screen filled out, report processing. Administration Access to Running Reports– shows “users”, “term list management” screen and example reports. Future: Future functions – Ability to access lists / groups from Admin Reporting Screen. Future suggestions (speak to Patrick): 1) preview function to allow people to see reports esp. w/large reports 2) In-House conversations – allow for comments to be submitted to create a work flow to change reports. Current Workings: -- Reporting Requirements – See Wireframes

≠== InformationContextContext Application Report Filename Name Description Include this report when: EQUAL Match pixel width in Run Report UI Editing 1 of the following records: Selecting a list of: Editing a group of: Run without context Run Context Type Future implementations – do not show (red shaded area). Report name Report Details Reports Basic Loan LoanOut Rpt Loan w/Objects Intake Donor report Donor report (list) Intake w/Objects Deprecated Terms Exhibition Last 100 User changes Run Run Report

InformationContextContext Application Report Filename Intakesrpt11.jasper Name Intake w/ Objects Description. Produces a PDF of the report Include this report when: Editing 1 of the following records: Run without context Run Context Type x x Intake Name field will be name for file reports seen in Fluid screen shots. Users Description will eventually show up when user hovers over name. Checkbox and / or options. Can run reports from this screen. Report types and Administration tabs can be selected here. Catalog Media Handling Roles and Permissii Next screen displays when “Run” button is clicked. iReport file added here, eventually upload feature will be functional. Run Report name Reports Basic Loan LoanOut Rpt Loan w/Objects Intake Donor report Donor report (list) Intake w/Objects Deprecated Terms Exhibition Last 100 User changes Ability to run Admin reports about reports Run Report

ADMIN Screen Access to Running Reports Purpose: To allow Administrators to access Report features from Admin screens. Proposed: User tab Roles and Permissions tab Term List tab Etc. Future: Assumption is that batch and exporting functions may not be needed for Admin screens, so to prioritize constant location, and to not confuse users with Admin Run button, the following slides were created. Current Workings: -- Wireframes

InformationContextRecord Type Report Filename Intakesrpt11.jasper Name Intake w/ Objects Include this report when: Record Type x Run Users Tab: Report Examples– * All users * Last 100 changes (for selected user) Each Admin Tab will have access to Creating Reports, in far top right screen. Run Report

InformationContextRecord Type Report Filename Intakesrpt11.jasper Include this report when: Record Type x Intake Run Term List Screen: Report examples– * All terms * Detailed report for selected term list Run Report Once report is selected and Run button is clicked, next following screens will appear.

InformationContextRecord Type Report Filename Intakesrpt11.jasper Name Intake w/ Objects Description. Produces a PDF of the report Include this report when: Editing 1 of the following records: Run without context Run Record Type x x Intake Media Handling Catalog Run Run Report Confirmation screen pops up once Run button is selected or “run without context” via Reporting tab.

InformationContextRecord Type Report Filename Intakesrpt11.jasper Name Intake w/ Objects Description. Produces a PDF of the report Include this report when: Editing 1 of the following records: Run without context Run Record Type x x Intake Media Handling Catalog Run Run Report Screen Greys out when creating report. Reporting screen greys out when Run button is clicked