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  • From the main menu, click on the Analytics icon.
  • Then select Design Analytics under the Analytics section.

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Creating a New Report

Choose Create then Analysis

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Select a Subject Area

For more information, see the Training Resources page

and The Basics of Working with Analytics from Ex Libris

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Using a Saved Report of Your Own

Choose Catalog

Choose My Folders

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Navigate to your saved report

Recent reports can be found in the Open menu

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Get started

Choose Catalog

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Choose Shared Folders

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Reports from Your Institution

Navigate to your institution's folder

This folder is for reports shared by and for staff at your institution only

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Navigate to the report you need

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Reports from Alma

More information on Out-of-the-Box Reports

Navigate to the Alma folder

This folder is for Out-of-the-Box reports designed by Ex Libris for all users

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Navigate to the report you need

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Reports from the Community

More information on how to use, share, and name reports in the Community folder

Navigate to the Community folder

This folder is for reports designed by Ex Libris users to share with others

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For reports shared by the California State University, navigate to Institutions, then the Calstate folder

Calstate folder

To find helpful reports shared by other institutions, your best bet is to use the search feature

Search can be used anywhere in the Catalog just by clicking the binoculars icon

To return to browsing folders, click the folders icon next to the binoculars (Show/Hide folders pane)

Binoculars search icon

When you find the report you need

If you do not need to make any changes, you can open the report directly using the Open link under the report title


If you see the error message "Copy Link requires Adobe Flash Player," refresh the browser page and the report will usually open

Open menu location

Adobe Flash Player error message

If you need to change anything in the report, you need to copy it to My Folders

  1a. Click the More menu under the report title and choose Copy




OR




  1b. Highlight the report and click the Copy button at the top of the screen

Copy menu

Copy button

 2.  Click on My Folders and navigate to the folder where you want to save it

Folder navigation example

 3.  Click the Paste button at the top of the screen


Paste icon

  4.  Using the copy in My Folders, edit the report in your own folders any way you like.

       Be sure to save your copy frequently!

Save buttons

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