Getting Started

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

Creating a New Report

Choose New

New menu

Choose Analysis

Choose Analysis in menu

Select a Subject Area

For more information, see Training Resources and The Basics of Working with Analytics from Ex Libris

Subject area menu part 1 Subject Area menu part 2

Using a Saved Report of Your Own

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

Using Shared Reports

Get started	Choose Catalog
Get started	Choose Shared Folders
Reports from Your Institution	Navigate to your institution's folder This folder is for reports shared by and for staff at your institution only
Reports from Your Institution	Navigate to the report you need
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
	Navigate to the report you need
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
	For reports shared by the California State University, navigate to Institutions, then the 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)
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

	*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

	2. Click on My Folders and navigate to the folder where you want to save it
	3. Click the Paste button at the top of the screen
	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!