Alma Analytics

Analytics Objects are reports or dashboards that were created in Analytics and made available to other users in Alma.

Analytics can be shared and displayed in five types of Analytics Objects in Alma:

• Widgets - boxes on the Alma home page
• Reports - individual reports that can be run as needed, accessed from the Analytics menu
• Dashboards - dashboards of reports that are accessed from the Analytics menu
• Scheduled Reports - individual reports that run on a schedule, results are emailed to subscribers (both Alma users and non-users)
• Scheduled Dashboards - dashboards that run on a schedule and are sent to subscribers (both Alma users and non-users)

Note: Analytics reports/dashboards that are meant to be shared must be placed/copied to the Campus/Institution Shared Folder or subfolders in Analytics before creating the Analytics Objects in Alma. See details below.

• In Alma left menu bar go to Analytics > My Analytics > Analytics Objects List
  
• Under Actions, choose  Add New Alma Analytics Object
  
• Add General Information: Analytic Folder, Report Name, Display Name and Click Save
• The Object Page appears where you can edit the analytics object:
  

Reports can be shared and displayed on Alma start-up/home page as Widgets

• Once the object is created, click on it to open the editing options on the right side of the screen and choose "Add as a widget" in the Report Preview section:
  
• Once the widget has been created, you'll see an indication in the Object list:
  
• Go back to Alma Home screen, click on the + symbol to manage widgets, click to select the widget created
  

Note that you have to share the report to either specific users or specific roles before it'll show up on the Widget list.

To pin a report or dashboard for easy access from the Analytics menu:

• Go to Analytics > My Analytics > Analytics Objects List
• Click on the three dots next to the report that you want to pin and choose Pin to Analytics Menu: 
  
• Once you pin it, you'll see the indication "Pinned to Menu" in the object entry:
  
• The object will now show on the bottom right side of your Analytics Menu:
  

Schedule a Report:

• Go to Analytics > My Analytics > Analytics Objects List
• Either create a new analytics object, or choose one that you've already set up and click on it to open the side editing panel
• In the side panel, click on Schedule Report:
  
• Choose your schedule and decide if you'd like to subscribe to the analytics object:
  
• If you choose to subscribe to the object, you may do so and add external subscribers in the Manage Subscriptions area:
  
• You may also share the analytics object with either specific users, or with users who have the roles that you assign in the Share area: