Polaris 7.7 - Make it possible to create a record set from Saved Reports in Simply Reports
Currently, when you create a report in Simply Reports and save it for future use, the saved report will allow you to generate a PDF or a spreadsheet file, but will not allow you to request that a record set be created. You can only create a record set by recreating the report from scratch in the Simply Reports interface. We have reports that we run monthly to catch items that are newly assigned to LOST, MISSING, and DAMAGED statuses, and to get a record set that I can work with, I have to run each report from scratch, manually. This is time-consuming and makes mistakes more likely. Please consider adding the capability for saved reports in Simply Reports to generate a new record set when run. Thanks!
Idea Value
Time saving, more efficient, more useful
Deborah Roy
shared this idea
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AdminSamantha Quell
(Admin, Innovative)
commented
Saved and Scheduled!
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AdminSamantha Quell
(Admin, Innovative)
commented
This was a previous Idea Lab challenge winner that was not migrated to Idea Exchange. I'm adding it now to support voting for the new enhancement process.
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AdminSamantha Quell
(Admin, Innovative)
commented
Allow saved and scheduled SimplyReports to create new record sets so that reports run on a regular basis can generate a record set of results for libraries to review.
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Erik Burton
commented
This might be too much scope creep for this request, but if a published or scheduled report is ran, it would be great if it could add the results to an existing record set. ie: Every time report X runs, it adds those patrons/items/bibs to a record set.