Analytics Reports Needed for Cutover and Post-Migration
This page tracks reports identified during Alma testing, workflow review, training and other activities that need to be prepared in Alma Analytics for cutover in July.
If you identify a reporting need, please add it to this list.
Description of Analytics Report needed
| Reported by | When the report needs to be available (prior to Alma go-live, after go-live ASAP, after go-live, unsure) | Who is developing the report (individual, department, TBD) | Who needs to be able to run the report | Updates / additional information | Status (Pending, In Progress, Complete) |
|---|---|---|---|---|---|---|
List of items in workflow state “Missing Items Search” and status “Third Search Completed - Long Missing” | @Erin Nettifee | prior to Alma go-live | TBD | TBD |
| Pending |
List of items in a claim returned status with information to facilitate search (library, call number, loan notes) | @Erin Nettifee | after go-live | TBD | Circulation full-time staff | The canned report available via “Items Requiring Action” contains only the barcode and title and is insufficient for Duke needs. | Complete |
List of open fines and fees that have not yet been transferred to the Bursar | @Erin Nettifee | after go-live ASAP | Erin | Fine managers | The canned “Fines and fees” report option in the Fulfillment category only reports on the past seven days of transactions. | COMPLETE - this was completed in Spring 2025 with the implementation of the new bursar process in production. |