Scheduling and Subscribing to Alma Analytics Reports

In Primo VE environments, you will have to select the Oracle BI database for which you want to create an analytics object:

• Alma – Select Add New Alma Analytics Object from the drop-down list. For more details, see Alma Analytics.

• Primo VE – Select Add New Primo Analytics Object from the drop-down list. For more details, see Primo VE Analytics.

Fill in the following fields:

• Title (mandatory) – The title of the object to create.

• Analytic Folder (mandatory) – The folder of the report or dashboard. (Empty folders do not appear.)

  Analytics objects of type Widget, Report and Scheduled report are available only from the Analytics institutional directory and not from the Alma directory. If the desired Analytics report is in the Alma directory, copy the report to your institutional directory and define the Analytics object from there. For example, if your institution is named Alma University and you want to define the default out-of-the-box report Shared Folders/Alma/Acquisitions/Reports/Expenditure Per Acquisition Method as a widget, you should first copy it to a directory under Shared Folders/Alma University/ (such as Shared Folders/Alma University/Acquisitions). The report can be copied from one directory to another either by opening it in edit mode, selecting Save as, and saving it in the new directory, or by dragging it from one directory to another (while ensuring that it remains in the previous directory as well—for example, by pressing the CTRL key).

• Name (mandatory) – The name of the report or dashboard. The list of names comes from the folder you selected. Note that folder, report, or dashboard names should not contain the following characters: ampersands (&), commas (,) , semicolons (;), colons (:), hashtags (#), or slashes (/)

• Type (mandatory) – The object that you want to create.

  • Dashboard – A link to view a dashboard in Analytics > Reports.

  • Data Visualization Project – A link to view a data visualization project in Analytics > Data Visualizations.

  • Report – A link to view a report in Analytics > Reports.

  • Scheduled Dashboard – A scheduled dashboard. If you select this, the Status and Schedule fields appear.

  • Scheduled Report – A scheduled report. If you select this, the Format, Status, and Schedule fields and the FTP checkbox appear.

  • Widget – A widget for a report. See Managing Widgets.

• Format (scheduled report only, mandatory) – The format for the report: PDF, Excel, Text (tab delimited), or CSV. When sending the report by email, if the file size is over 2MB, it is compressed into a zip file. The maximum size of the compressed file is 7 MB. There is no limit to the file size when sending the report by FTP.

  For Text format, the encoding of the report is UCS2 (which is the same as UTF16).

• Status (mandatory) – Whether the schedule is Active or Inactive.

• Schedule (mandatory) – The time and period (daily, weekly or monthly) that you want the report or dashboard to be run. Scheduled reports and dashboards are run by the scheduled jobs Schedule of Analytics Reports and Dashboards. To run, the report must be enabled and scheduled here, and the job that runs reports at the selected time period must be enabled (Admin > Manage Jobs and Sets > Monitor Jobs). Scheduled times are relative to your institution's time zone. When scheduled, the Email Notifications action appears.

  To activate new scheduled jobs, Ex Libris Support needs to be contacted.

• FTP – Select FTP to have scheduled analytics reports placed on an FTP server. If you select this, the FTP Configuration,Sub-directory, and Timestamp fields appear.

• FTP Configuration – select the FTP configuration on which to place the report. For information on configuring this, see Configuring S/FTP Connections.

• Sub-directory –  the sub-directory in which you want to place the report on the FTP server.

• Timestamp – select to include a timestamp in the file name. This prevents the file from being overwritten the next time the report is run.

  For more information, see How to Automate the Process of Sending an Alma Analytics Report to an FTP Server.

  For a video that explains how to share a scheduled report via FTP, see Share Alma Analytics Scheduled Reports via FTP.

• Select Email Notifications to configure who is notified when the job is complete. The Email Notifications for Scheduled Jobs appears. For more information, see Configuring Email Notifications for Scheduled Jobs.

  Email notifications are sent for a scheduled time and not for each report or dashboard.

• Description – A description for the report or dashboard.

(Mandatory) You must have the roles required to subscribe to a scheduled report/dashboard or to view the link or widget of a report/dashboard: Select Add Role or select Add from Profiles and select the roles or the profile of roles that can subscribe or access the link or widget. To remove a role, select Delete in the row actions list.  Users must have at least one of the roles defined for the object to subscribe to or view the object. When adding the roles from a profile the roles are taken into account and the scopes of the roles are not taken into account. This means for example that if a role is added from a profile, such as "Circulation Desk Operator", and it has the scope of "Law Library", any user with the role "Circulation Desk Operator" can access the widget, even if the user does not have the scope "Law Library".

Select Save.