1 how to create a scheduled report from an alma analytics report yoel kortick senior librarian, ex...

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How to create a scheduled report from an Alma Analytics report

Yoel Kortick

Senior Librarian, Ex Libris

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Agenda

Introduction

Creating an analytics object

Subscribing to and receiving the scheduled report

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Introduction

• There may be cases where the library has created a useful report, chart or graph in Alma analytics and certain librarians will want to receive it as an email attachment on a regular basis

• This may be done by creating a scheduled report and then each librarian can choose to subscribe to the report.

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Introduction

• In our case we will use a report of the total expenditures in the last 6 months by vendor.

• This is part of a report called “SS Transaction amount expenditure by vendor with TIMESTAMPADD date” in directory “/Shared Folders/Alma University/Reports/Igelu 2014/”

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Introduction

• This is the report which we want to send as a scheduled report

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Agenda

Introduction

Creating an analytics object

Subscribing to and receiving the scheduled report

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Creating an analytics object

• From the Alma menu under the “Administration” column we will choose “Analytics > Configuration Menu”

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Creating an analytics object

• Then we will choose “Analytics Object List” and “Add new Analytics Object”

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Creating an analytics object

• After clicking “Add new Analytics Object” fill in relevant information

The folder and report which we want to be in the widget

Specify that it is type Schedules Report

A relevant title and description

These are the roles which a user must have in order to be able to choose the Widget

Format can be PDF, Excel or text

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Agenda

Introduction

Creating an analytics object

Subscribing to and receiving the scheduled report

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Subscribing to and receiving the scheduled report

• To subscribe to a scheduled report:

• From the Alma menu under the “Administration” column we will choose “Analytics >Subscribe to Analytics”

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Subscribing to and receiving the scheduled report

• Check the “check mark” on the right side so it is yellow in order to subscribe to a specific report.

• Only the reports the user may subscribe to (based on roles) will appear.

Click here to activate it

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Subscribing to and receiving the scheduled report

• Now whenever the job “Daily schedule of Analytics reports and dashboards” runs …

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Subscribing to and receiving the scheduled report

• The subscribed user will get an email with the report as an attachment in the defined format

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Subscribing to and receiving the scheduled report

• And here is the attachment

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THANK YOU!

xxxx.xxxx@exlibrisgroup.com