Fund balances for subject selectors
Monthly report on fund expenditures : Just create Excel file and email to selectors.
Is it possible to count physical items added for continuing resources in Alma (i.e. pieces checked in)?
Reports I want in Alma for Acq:
Monthly reports:
Number of items received with Acquisition Method: Gift
Encumbrances, expenditures, and fund balance for all ledgers, summary funds, funds
Physical items added by Alma location
Number of invoices processed
Annual reports:
Total expenditures by ledger, summary fund, fund
Total expenditures by 1st reporting code and Purchase Type and Material Type
Total expenditures by vendor (possibly broken down by 1st reporting code)
Expenditures by Alma Location
Expenditures by LC Classification
ACRL Stats
Electronic Inventory Count
COUNTER stats
External Reports visible to those not logged in to Alma
New books list (can be all new resources added except continuing, updated monthly or in real time)
Selectors: how much left in their funds and what specific items purchased (monthly or in real time) — Connie says that we can create analysis that is emailed to selectors on a specified interval.
See Alma Analytics => Shared Folders => Alma folder for out-of-the box reports
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How to share information
Alma => Administration => Analytics = > Configuration Menu
Objects List. Add new analysis object.
Choose Analytic Folder. Alma prefix is out of box.
Things with your institution start with that.
Type of report. Widget,
Give a description.
Add a role that says who will see report.
Up to staff operator in question activate it.
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Scheduled Report — can be emailed.
API’s related to analytics.
Add new object. Type scheduled report. Choose folder
Detailed expenditure report.
Set frequency: Weekly
Format: PDF, Excel, or Text.
Add Roles.
Save
Staff operator has to go to Analytics => Subscribe to Analytics.
So, person could be patron, but would have to log in and subscribe to report .
!!!!!!!!!!!!
But person with design analytics privileges can add people to receive email, even if they’re just patrons.
!!!!!!!
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Type = Report
Shows up in Analytics menu for Alma User with appropriate credentials.
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TO INCLUDE ANALYTICS REPORTS IN ALMA AND SET THEM UP TO EMAIL PEOPLE
Alma > Analytics > Configuration Menu
Analytics Object List
Find Analytics object (or add a new one as a scheduled report)
Actions > Manage Subscription
Subscribers
Add Row
Add additional user and email (no.. .just user and alma will email them). Or you enter email. You do one or the other, not both.
URI Peers