Getting Started

Owned by Nikki DeMoville (Unlicensed)
Last updated: Nov 10, 2021 by Jung Ah Lee
4 min read

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

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


Creating a New Report

Choose Create then Analysis.

(For detailed instructions, refer to Creating a New Report - Ex Libris Knowledge Center.)

Select a Subject Area

A list of subject areas can be found here: Alma Analytics Subject Areas - Ex Libris Knowledge Center.


For a list of other training resources, refer to the Training Resources wiki page and The Basics of Working with Analytics from Ex Libris.

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

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

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 magnifying glass icon

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

When you find the report you need in one of the Shared Folders

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

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


OR



1-b. Highlight the report and click the Copy icon 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!