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- 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
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Creating a New Report
| Choose New |
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| Choose Analysis |
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| Select a Subject Area |
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Using a Saved Report of Your Own
| Choose Catalog |
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| Choose My Folders |
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| Navigate to your saved report |
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| Recent reports can be found in the Open menu |
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Using Shared Reports
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 | Navigate to the Alma folder This folder is for reports designed by Ex Libris for all users |  |
| Navigate to the report you need |
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Reports from the Community | 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 |
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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) |
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When you find the report you need | If you do not need to make any changes, you can open the report from here |
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| If you see the error message "Copy Link requires Adobe Flash Player," refresh the browser page and the report will usually open |
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If you need to change anything in the report, you need to copy it to My Folders
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| 2. Click on My Folders and navigate to the folder where you want to save it |
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3. Click the Paste button |
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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! |
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