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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
There are four available roles that can be assigned, depending on what data a library staff member needs to report on.
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Alma Analytics subject area documentation can be found here: Subject area documentation
How to decide which roles are needed for a staff member
In May 2024 the Library Services Platform Steering Group recommending using these roles with the following guidance.
A staff member’s manager is best placed to know what kind of data they might need to report on, and should be the person to request access for staff.
Managers may request their staff be assigned one or more of the Designs Analytics roles based on the business needs of the department.
If managers determine that a staff member needs reporting access to all three areas, or needs access to an analytics subject area otherwise not included in the more granular roles, the staff member should be assigned Designs Analytics.
Additional Considerations
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.
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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.
If you need access to be able to schedule and share reports, your manager should request that access for you.