Frequently Requested Reports

Requested reports with suggested ways to run them.  More than one possible report or method may work.

ReportStrategy

Physical titles (with one or more items) added since a specific date


Physical items (on new or existing bibs) added since a specific dateAlma Inventory Reports - can be added as a dashboard (under Analytics Configuration, add new analytics object), which makes it available in the Analytics menu in the Alma header
Physical titles fully withdrawn since a specific date
Physical items withdrawn (bib may or may not retain additional items) since a specific dateAlma Inventory Reports - can be added as a dashboard (under Analytics Configuration, add new analytics object), which makes it available in the Analytics menu in the Alma header
Electronic titles (with one or more portfolios) added since a specific date
Electronic portfolios (on new or existing bibs) added to IZ since a specific date

Selected Columns: Portfolio - No. of Portfolio (In Repository), Electronic Collection - Public Name

Filter: Portfolio Activation Date is greater than or equal to or is between

Electronic titles fully withdrawn since a specific date
Electronic portfolios withdrawn (bib may or may not retain additional portfolios) since a specific date
Count of electronic portfolios in NZ-managed electronic collections

Report must be run in the NZ analytics instance:

Selected Columns: Portfolio - No. of Portfolio (In Repository), Electronic Collection - Public Name, Institution - Institution Name
Filters: Portfolio - Available for Group contains any (Institution)

Count of all electronic portfolios (IZ plus NZ)

Useful for seeing where IZ and NZ activations are duplicated; also shows where institution has added titles outside of a specific SDLC collection

Report must be run in the NZ analytics instance:

Selected Columns: Portfolio - No. of Portfolio (In Repository), Electronic Collection - Public Name, Institution - Institution Name
Filters: Portfolio - Available for Group contains any (Institution) OR Institution Name is equal to/ is in (name of Institution)