How to create an analytics (object) report to be displayed on the menu list in Alma

Answer

  • *NOTE: This can be done only with items that are in the institution's local folders or the Alma folders.
  • In Alma top menu bar - Analytics > Analytics Objects > Analytics Objects List
    analytics object list
  • Add New Analytics Object > Add New Alma Analytics Object
    add new object
  • Add General Information: Title, Analytic Folder, Name, Type and Description
  • Add Role then Click Save
    add role and save
  • Go back to Alma main menu and refresh
    refresh on main menu

 

These steps used to create analytics objects can also be used to create other objects, e.g. widgets, dashboards, and scheduled reports.

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  • Last Updated Jan 11, 2023
  • Views 289
  • Answered By Kristy Lee

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