CraigClark
commented
2 months ago @NicoledeGreef
First version of this is done at https://github.com/bcgov/MFIN-Data-Catalogue/tree/395-report-builder.
This is using 'out of the box' views features. If this is approved, there are some things that should be done to improve it.
To do
- [ ] Theme filters
- [x] For record type, show term parents in view
- [x] For record type filter, show children in the hierarchy. So if I select Data, I would see everything that has the child terms, Database, SQLServer etc. (@lkmorlan)
- [x] For critical information filter, use
Yes/Novalues instead ofTrue/False - [x] For personal information filter, use
Yes/Novalues instead ofTrue/False - [x] Add Workflow State for view and filter
- [x] add Publish State for view and filter
Issues
- [x] Duplicate results: The view is generating duplicate results, this is caused because the columns and assets used fields are using deltas. Debug steps: remove those fields from the view, no more duplicates (@lkmorlan)
NicoledeGreef
OP timer
https://openplus.monday.com/boards/4092908516/pulses/6313583751
on the reports section of the dashboard, create a 'Report builder' tab.
This will be a view with exposed filters. The filters allow people to create their own reports and export to csv.
This should be done as a view and discussed with Nicole before refining. I am not confident that this will offer much more than what the search page does now. Some experimenting will help determine that.