1 How to create a scheduled report from an Alma Analytics report Yoel Kortick Senior Librarian, Ex Libris
Jan 19, 2016
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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