[Archivesspace_Users_Group] FYI: Custom reports

[Carbone, Maura]

Hi Steven,

“A number of custom sub reports are available in https://github.com/archivesspace/archivesspace/tree/master/reports/custom<https://nam05.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgithub.com%2Farchivesspace%2Farchivesspace%2Ftree%2Fmaster%2Freports%2Fcustom&data=02%7C01%7Cmaura.carbone%40yale.edu%7Ca22e968b2e20472db2b108d6b879f303%7Cdd8cbebb21394df8b4114e3e87abeb5c%7C0%7C0%7C636899231258966189&sdata=jeTYskQzuE15Wfl9MJgSi0ektkVxUKkxRPfNpCd6ktk%3D&reserved=0>, but the facility to create custom reports has not yet been released.  ( Reasons for this was discussed on the call. ) “

Sadly, I wasn’t able to make the call and I didn’t see this information in the community notes. What were the resons?

Thanks!
Maura

From: <archivesspace_users_group-bounces at lyralists.lyrasis.org> on behalf of "Majewski, Steven Dennis (sdm7g)" <sdm7g at virginia.edu>
Reply-To: Archivesspace Users Group <archivesspace_users_group at lyralists.lyrasis.org>
Date: Wednesday, April 3, 2019 at 5:18 PM
To: Archivesspace Users Group <archivesspace_users_group at lyralists.lyrasis.org>
Subject: [Archivesspace_Users_Group] FYI: Custom reports

Followup to my comments on todays Reports call: https://archivesspace.atlassian.net/wiki/spaces/ADC/pages/834994187/2019-04-03+UAC+Reports+Open+Call<https://nam05.safelinks.protection.outlook.com/?url=https%3A%2F%2Farchivesspace.atlassian.net%2Fwiki%2Fspaces%2FADC%2Fpages%2F834994187%2F2019-04-03%2BUAC%2BReports%2BOpen%2BCall&data=02%7C01%7Cmaura.carbone%40yale.edu%7Ca22e968b2e20472db2b108d6b879f303%7Cdd8cbebb21394df8b4114e3e87abeb5c%7C0%7C0%7C636899231258956181&sdata=f3p68mV3YsE%2Byt3QsT5AtTgtGXQILJ0RCaNc5ObOR2I%3D&reserved=0>

A number of custom sub reports are available in https://github.com/archivesspace/archivesspace/tree/master/reports/custom<https://nam05.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgithub.com%2Farchivesspace%2Farchivesspace%2Ftree%2Fmaster%2Freports%2Fcustom&data=02%7C01%7Cmaura.carbone%40yale.edu%7Ca22e968b2e20472db2b108d6b879f303%7Cdd8cbebb21394df8b4114e3e87abeb5c%7C0%7C0%7C636899231258966189&sdata=jeTYskQzuE15Wfl9MJgSi0ektkVxUKkxRPfNpCd6ktk%3D&reserved=0>, but the facility to create custom reports has not yet been released.  ( Reasons for this was discussed on the call. )

I found it was quite easy to add one of these custom sub reports to existing reports.
We wanted to add the collections_management_subreport to the resources_list_report and the accession_report.

This was a pretty trivial set of changes to implement:

https://github.com/archivesspace/archivesspace/compare/master...uvalib:collmgmt_subreports<https://nam05.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgithub.com%2Farchivesspace%2Farchivesspace%2Fcompare%2Fmaster...uvalib%3Acollmgmt_subreports&data=02%7C01%7Cmaura.carbone%40yale.edu%7Ca22e968b2e20472db2b108d6b879f303%7Cdd8cbebb21394df8b4114e3e87abeb5c%7C0%7C0%7C636899231258976202&sdata=EKnmvekVQ8qevLVOFs2gYavmOJ7wSwq0uUD55LAd5Dg%3D&reserved=0>

https://github.com/archivesspace/archivesspace/compare/master...uvalib:collmgmt_subreports.patch<https://nam05.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgithub.com%2Farchivesspace%2Farchivesspace%2Fcompare%2Fmaster...uvalib%3Acollmgmt_subreports.patch&data=02%7C01%7Cmaura.carbone%40yale.edu%7Ca22e968b2e20472db2b108d6b879f303%7Cdd8cbebb21394df8b4114e3e87abeb5c%7C0%7C0%7C636899231258976202&sdata=93aekmY0PG9PgcZxg%2FjEaa9VjAi4XlAIrvVdII5NAwQ%3D&reserved=0>

And if some of the proper defaults like additions to the locales files were added to the distribution, it would have been only two one-line additions.

Adds these fields to the reports if a collection management record exists:

    collection_management_subreport:
      processing_funding_source: Funding Source
      processing_hours_total: Total Hours
      processing_plan: Processing Plan
      processing_priority: Processing Priority
      processing_status: Processing Status
      processors: Processors
      rights_determined: Rights Determined?


Reports, like plugins, do not require a new build: you can just drop modified reports into archivesspace/reports/ directories and restart to take effect.


We have also added a custom report on users and permission groups, which is very handy due to the limited staff web app view of users.  I’ve submitted a pull request to add this to the next release.

https://github.com/archivesspace/archivesspace/pull/1502<https://nam05.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgithub.com%2Farchivesspace%2Farchivesspace%2Fpull%2F1502&data=02%7C01%7Cmaura.carbone%40yale.edu%7Ca22e968b2e20472db2b108d6b879f303%7Cdd8cbebb21394df8b4114e3e87abeb5c%7C0%7C0%7C636899231258986207&sdata=ktb9gIet7gWvrRZZcBEqSsFtLteToCVGWqC2NPBRB%2Fo%3D&reserved=0>

https://github.com/archivesspace/archivesspace/pull/1502/files<https://nam05.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgithub.com%2Farchivesspace%2Farchivesspace%2Fpull%2F1502%2Ffiles&data=02%7C01%7Cmaura.carbone%40yale.edu%7Ca22e968b2e20472db2b108d6b879f303%7Cdd8cbebb21394df8b4114e3e87abeb5c%7C0%7C0%7C636899231258986207&sdata=570WZqD5VTGnphnWj8yjT%2Bhh%2BW52496qVbVKa2I%2BxRs%3D&reserved=0>



— Steve Majewski









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