Page Comparison

Roles

Designs Analytics role: create reports in Alma Analytics (required)
Analytics Administrator role: configure and expose Analytics to others, e.g. in dashboards (optional)
Network Zone Analytics requires the same roles plus an Alma Network Zone account

Getting to Analytics

Click on Analytics in the top menu
Choose Design Analytics

Image Modified

Creating a New Report

Choose New	Image Modified
Choose Analysis	Image Modified
Select a Subject Area	Image ModifiedImage Modified

Using a Saved Report of Your Own

Choose Catalog	Image Modified
Choose My Folders	Image Modified
Navigate to your saved report	Image Modified
Recent reports can be found in the Open menu	Image Modified

Using Shared Reports

from here

Image Removed

Get started	Choose Catalog	Image Modified
Get started	Choose Shared Folders	Image Modified
Reports from Your Institution	Navigate to your institution's folder This folder is for reports shared by and for staff at your institution only	Image Modified
Reports from Your Institution	Navigate to the report you need	Image Modified
Reports from Alma	Navigate to the Alma folder This folder is for reports designed by Ex Libris for all users	Image Modified
Reports from Alma	Navigate to the report you need	Image RemovedImage Added
Reports from the Community	Navigate to the Community folder This folder is for reports designed by Ex Libris users to share with others	Image Modified
	For reports shared by the California State University, navigate to Institutions, then the Calstate folder	Image Modified
	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)	Image Modified
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	Image Added
			Image Modified
	*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	Image Modified
		Image Added
	2. Click on My Folders and navigate to the folder where you want to save it	Image Modified
	3. Click the Paste button at the top of the screen	Image Modified
	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!	Image Modified