Skip to main content
  • Subscribe by RSS
  • Ex Libris Knowledge Center

    Creating a Dashboard

    You can create dashboards, which include Analytics reports and display them by clicking the Analytics link at the top of every page.
    To create a dashboard:
    1. Click New > Dashboard. The following is displayed:
      New Dashboard
    2. Enter the following information:
      • Name – Enter a name for the dashboard
      • Description – Enter a description of the dashboard
      • Location – Enter the location where you want the dashboard to be saved. Dashboards must be saved under a Dashboards folder, such as Alma > Industry Statistics > Dashboards.
      • Content – To add content now and navigate to the newly created dashboard, select Add content now. To add content later and not leave the current page, select Add content later (Create empty dashboard).
    3. Click OK. If you selected Add content now, the empty dashboard appears:
      Selecting Reports for Dashboard
    4. To create the dashboard with reports from your local institution folder, drag and drop reports from a folder of your institution in the Catalog pane into the right pane. For example (this example uses Alma subject areas):
      New Dashboard with Reports
    5. To use an out-of-the-box report in a dashboard, you must first copy it to your local institution (the example uses Alma subject areas):
      1. Click Catalog to open the list of folders:
        List of Folders
      2. Select More > Copy for the report that you want to copy to your local institution folder.
        Copy Report
      3. Move to your local institution folder and select More > Paste to paste the out-of-the-box report to your local folder.
    You can configure the dashboard to appear by selecting the Analytics link. For information about running reports, see Running Analytics Reports and Displaying Them in Alma.