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How do non-Alma users subscribe to Alma Analytics Reports?

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  • Product: Alma

Question

How can Alma Analytics reports be scheduled and provided to subscribers -- including non-Alma users?

Answer

  1. Create the report in Alma Analytics. Save the record to the Shared Institution (e.g. 01CACCL_SC) folder. 
  2. Create an object in Alma Analytics (from within Alma) with a type of Scheduled Report and make it active: Analytics > Analytics Objects List > Add New Analytics Object. 
  3. Once the object is created, click on the end-row actions button (ellipses) and choose Manage Subscription. Add the email addresses of non-Alma users in the preferred email address field or an Alma user name, but not both.