Reports (Analytics)

Currently, most staff with Alma accounts have the ability to view and design Alma Analytics reports and dashboards.

View Reports

To view the reports available to you at the consortium level:

  1. Log into Alma
  2. Go to Analytics > Analytics > Design Analytics
  3. Click on "Catalog" in the menu on the upper right-hand corner
  4. In the navigation panel on the left-hand side, select Shared Folders > Community > Reports > Consortia and click on "CUNY"
  5. The available reports will appear in the main panel on the right:
    1. Erroneous Libraries
    2. Fines > $100
    3. Patrons with Active Loans
    4. Patrons with Expired Accounts
    5. Patrons with Overdue Items
    6. etc.
  6. To view a report, click on "Open" underneath the report title/description
  7. To download a report, click on "More" underneath the report title/description and choose "Export," then select your preferred format
  8. Do not directly edit reports in this folder!

Edit Copied Reports

If you wish to modify an existing report for local use:

  1. Click on "More" underneath the report title/description and choose "Copy"
  2. In the navigation panel on the left-hand side, select Shared Folders > [College Name] 01CUNY_XX and click on "Reports"
  3. Click the "Paste" icon in the toolbar just above the main panel on the right
  4. To edit the copied report, click on "Edit" underneath the report title/description

Documentation