Alma Analytics Resource Guide

Accessing Existing Reports

This is an example of how to make a report that already exists in the Alma folders or your institution's folder available to staff. For this example we are going to use a report that is already in everybody's institution's folder, Yesterdays User Cash Transactions.  This report shows all cash transactions for an institution that happened the day before, which replicates a similar LRS report.   There is also in the same folder a report called User Cash Transactions that does the same thing but you are able to specify a date range for the types of transactions you want to see.

If you have the Designs Analytics role, you can look at these reports from inside Alma Analytics (and modify them, etc.) but to look at them in Alma or share them with staff you will need someone with the Analytics Administrator role.  Your Analytics Administrator will first need to create an Analytics Object.

1. Log into Alma and select the Analytics tab. 
    
2. From the Analytics menu select Analytics Object List and you will be presented with a list of Analytics Objects that have already been created by your institution.
    
3. In the upper right hand part of the screen choose Add New Analytics Object and from the drop down choose Add New Alma Analytics Object.
    
4. You will see this:
   
   Fill in the following:
   • Title:  The title can be whatever you want to call this report. It does not have to match the title of the report in Alma Analytics.
   • Analytic Folder: Click on the box and find the appropriate folder. For our example you want to click on 'Analytic Folder' and browse down to the folder named: '<Your institution name>/Reports/FLVC/Fufillment.'
   • Name:  Click on the box and choose the appropriate name of the file. For our example choose 'Yesterdays Cash Transactions'. 
   • Type: Click on the box and choose the type of report (report, widget, scheduled report).  For our purposes, choose Report.  
   • Description: Click on the box and enter a brief description of the report. This is optional. 
   • Roles: Choose Add Role and select the roles that can have access to the report. It is good practice to include the 'Designs Analytics' and 'Analytics Administrator' roles to each report. When you are selected all of the roles, click on the Add Roles button at the upper right side of the screen.
      
5. The form should look similar to this:
   
   Click on Save and your new object will appear when the list of objects displays again. 

Your report should appear (if you have the proper permission) in the list of Reports that are on the Analytics menu.

I usually find that when I create a new Report to appear on the Analytics menu, I find that I have to log out and log back in again before it appears.

For more examples and a longer discussion of how to make reports available, go to the Resources page of this LibGuide, and then go to the FLVC Presentations tab. The 'Alma Analytics and Report Delivery' presentation (1 hour) has an in depth look at our environment and the options for report delivery.  This page: Scheduling and Subscribing to Alma Analytics Reports has more detailed information and also goes into the other types of objects besides 'Reports'.

For an example of how to make a Scheduled Report: https://falsc.libguides.com/AlmaAnalyticsResourceGuide/sched_report

For a report that you look at every day, consider making the Analytics Object a 'widget' which relevant staff can add to their home screen. Making an Analytics Widget.

And the Resources page here in this lib guide also links to other relevant documentation, both from ExLibris and from other sites such as SUNY.