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Alma has a built-in reporting tool called Alma Analytics. Staff who need to create or design reports need an Alma Analytics role or role(s) assigned to them. Assigning these roles is handled separately from the profile assigned to a job role, as reporting duties can vary among specific jobs.
Creating Reports
What kinds of access can be granted
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If a staff member needs access to report on Work Orders, they need access to Designs Analytics - Fulfillment or Designs Analytics so that they can report on the Requests subject area.
If a staff member reports on how items are used, but only needs loan measures over time, that data is included in the Physical Items subject area, part of Designs Analytics - Resources.
If a staff member needs to able to report on Leganto usage, they need Designs Analytics, as Leganto is not included in any of the more granular roles.
Analytics Administrator role
Generally, administrator roles are not assigned widely to staff. However, the Analytics Administrator role provides some functionality that is needed by staff outside of system administration, namely being able to schedule reports to send to others, and share reports to be run ad-hoc as “Analytics objects” with other Alma users.
Staff who have a Designs Analytics granular role or the full Designs Analytics role will be able to see and use reports and dashboards from within Analytics > Access Analytics, and be able to use Analytics Objects that they have access to via Analytics > My Analytics. They will be able to export report results and share those exports with others.
In May 2024, the Library Services Platform Steering Group gave the following guidance of use of Analytics Administrator:
Requests for the Analytics Administrator role should be mediated through a staff member’s manager, who is best able to judge who in their area needs the ability to schedule reports and create Analytics objects.