Hi Bethany,
You might find that some of the most important reports are those that are not frequently used but are critical at specific points in time - annual statistics, a specific but rarely required legal form, etc.
When cleaning up a report library, I've found a survey of users presenting each of them with an Excel list of the current menus of reports with columns for use (yes/no) and a column for notes works quite well. The notes column could be generic or with direction for the users to briefly state what the report is used for - you may find in the feedback that multiple reports are used for the same purpose and can be combined into one report with the best features of each, or the better of the two kept. The feedback can also be used to improve upon report descriptions included in the menu. Any reports that don’t get claimed can go to a "scream test" phase (remove the report from the menu and if someone screams you know that it's needed).
With the task presented as an opportunity for improvement/ streamlining/ simplification with a 10-day deadline for responses, you'll likely get quite a lot of useful feedback.
Jeri
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Jeri Moxley | Client Services Specialist
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________________________________________
From: The Museum System (TMS) Users [[log in to unmask]] on behalf of Bethany Bannister-Andrews [[log in to unmask]]
Sent: Thursday, July 14, 2016 4:40 PM
To: [log in to unmask]
Subject: Re: TMS Report Audit
Thanks, Chad!
That would be excellent! Although it wouldn’t help me now, having this subreport included in reports could help this process in the future and I’d be all for it.
A webinar, instructions on how to do this, etc, would be great!
Thanks,
Bethany
From: The Museum System (TMS) Users [mailto:[log in to unmask]] On Behalf Of Chad Petrovay
Sent: Thursday, July 14, 2016 4:32 AM
To: [log in to unmask]
Subject: Re: TMS Report Audit
Bethany, This information is not natively tracked in TMS. I believe that Danielle Uchitelle has developed a process where you insert a subreport into a Crystal Report, and that subreport calls a stored procedure. The stored procedure takes data (like the date, time, report, etc) and writes it to a custom table in TMS. Since this is called every time the report is run, you get a running log of report usage.
She has mentioned this to me on a few occasions, but I have never seen it in action. Nevertheless, in my professional opinion, there is nothing science-fiction-y about this and it is entirely plausible. But she could provide you with more details. I'm sure if this thread garners enough attention, it might even become a Gallery Systems webinar.
~Chad
On Wed, Jul 13, 2016 at 10:17 PM, Bethany Bannister-Andrews <[log in to unmask]<mailto:[log in to unmask]>> wrote:
Hi, everyone,
Attempting to revive this thread from 2014 -- is there an SQL query that will pull report usage data? Is this at all tracked in TMS? I'm cleaning up our reports and this would be incredibly helpful.
Thanks!
Bethany
Bethany Bannister-Andrews
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