[Archivesspace_Users_Group] FYI: Custom reports

Fri Apr 5 12:00:41 EDT 2019

Oh, interesting, is that the ‘proof of concept’ UI thing we saw awhile back? Where you could build a report in the UI?

-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: Friday, April 5, 2019 at 11:56 AM
To: Archivesspace Users Group <archivesspace_users_group at lyralists.lyrasis.org>
Subject: Re: [Archivesspace_Users_Group] FYI: Custom reports

My understanding is that the intention was that you could arbitrarily combine or add sub reports by selecting them in the web app custom report generator, however in testing it was discovered that some combinations were a real resource hog and could crash.
I’m not sure if that meant that just the reports crashed or the whole web app crashed, or if the rest of the system was unresponsive until the report finished.
But it required at least more investigation to discover the scope of the problem.

— Steve.

On Apr 5, 2019, at 11:41 AM, Carbone, Maura <maura.carbone at yale.edu<mailto:maura.carbone at yale.edu>> wrote:

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%7Ca39c995d31e44cbcc71d08d6b9df33c5%7Cdd8cbebb21394df8b4114e3e87abeb5c%7C0%7C0%7C636900765640324460&sdata=9PKz8xWA9%2BmuSHge%2FbhVFcsFHBaNKqBlGpIbjQx5la4%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<mailto:archivesspace_users_group-bounces at lyralists.lyrasis.org>> on behalf of "Majewski, Steven Dennis (sdm7g)" <sdm7g at virginia.edu<mailto:sdm7g at virginia.edu>>
Reply-To: Archivesspace Users Group <archivesspace_users_group at lyralists.lyrasis.org<mailto: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<mailto: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%7Ca39c995d31e44cbcc71d08d6b9df33c5%7Cdd8cbebb21394df8b4114e3e87abeb5c%7C0%7C0%7C636900765640334465&sdata=uc%2B59DyExqIFmbfG5x9wTi36KElD5vlujHV1NyPSeow%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%7Ca39c995d31e44cbcc71d08d6b9df33c5%7Cdd8cbebb21394df8b4114e3e87abeb5c%7C0%7C0%7C636900765640344474&sdata=TjpyTd2UV7f00cLg0QpQPMJnRiaAZNWp5%2FUaqtwSIio%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%7Ca39c995d31e44cbcc71d08d6b9df33c5%7Cdd8cbebb21394df8b4114e3e87abeb5c%7C0%7C0%7C636900765640344474&sdata=mxQlTP1tRS6rEJhbuL7ThOzDlxzimUkzf9u9ur6Rjtk%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%7Ca39c995d31e44cbcc71d08d6b9df33c5%7Cdd8cbebb21394df8b4114e3e87abeb5c%7C0%7C0%7C636900765640354484&sdata=zK1C6Q9A62oDMSsfjnOOisPnYs6KiBPQiKFqjhpwGFA%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%7Ca39c995d31e44cbcc71d08d6b9df33c5%7Cdd8cbebb21394df8b4114e3e87abeb5c%7C0%7C0%7C636900765640354484&sdata=Ke3LfvBph0we40zCaffPLvWgw%2F%2FGJ17WOM6jhwAK8gw%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%7Ca39c995d31e44cbcc71d08d6b9df33c5%7Cdd8cbebb21394df8b4114e3e87abeb5c%7C0%7C0%7C636900765640364493&sdata=1yPdQkwORornBjhUifpjukYLJMCVamjy44Hdr9O12J4%3D&reserved=0>

— Steve Majewski

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