Reporting Review and Comment Page - LHMC

Introduction

The ability to get data out of the system in formats that are useful is just as important as the ability to get data into the system. Please use this page as a place to: 

  1. Add sample reports, instructions on adding attachments here.
  2. Add report types in the table below, instructions on creating a wiki account and editing pages here. Examples in yellow.
  3. Add comments below, no wiki login necessary.

 

Report requests

Report typeReport nameFieldsFormatNotesSample
FormDeed of Gift

Acquisition:

Cataloging:

Word doc; PDFMust include organization logo at top of page & use proper font.Sample Deed of Gift.doc
FormThank you letter

Acquisition:

Person:

Word doc; PDFMust include organization logo at top of page & use proper font.Sample Thank You Letter.doc
ListBasic object data

Cataloging:

Media handling:

Excel

 

Would like to be able to run a "basic object data" report from multiple contexts; i.e. show me a list of all objects given by this donor, a list of all objects stored in this location, a list of all objects associated with this loan, etc.

Sample Basic Object List.xls