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    Overview of Primo Analytics

    If you are working with Primo VE and not Primo, see Primo VE Analytics.

    Primo Analytics enables Primo Cloud customers to run reports on library activities. You can use out-of-the-box reports that are provided by Ex Libris, or you can create your own reports. Groups of reports can be displayed in dashboards that you customize. You can share reports and dashboards that you create with other Primo users in your institution or in other institutions. These reports help you to understand the activities that your library performs and to make informed decisions on how to run the library.

    Primo Analytics is built on Oracle Business Intelligence Enterprise Edition 11.1.1.7. This document describes unique aspects of this tool for Primo customers and basic analytics activities. For a thorough description of all the activities available in Primo Analytics, click the Help button to view the online help and Oracle documentation, or refer to the Oracle® Fusion Middleware User's Guide for Oracle Business Intelligence Enterprise Edition 11g Release 1 (11.1.1):

    This document describes how to perform basic activities such as building, formatting, and customizing Primo reports and how to provide reports to others, both internally and externally, by creating and updating dashboards.

    • This functionality is available to Primo Cloud customers only.
    • Analytics data is updated on a daily basis. The regional updates start at 12:30 AM (UTC) and take 1 to 3 hours depending on the region.

    Terminology

    The following table describes various terms used for Primo Analytics and its user interface.

    Terminology
    Term Description

    Subject Area

    Data in Primo Analytics that is organized into subject areas such as Action Usage, Popular Searches, PNX Records, and Pipes. Subject areas contain folders, measure columns, attribute columns, and hierarchical columns. For more information, see Subject Areas.

    Fact Table

    Consists of the measurements, metrics, or facts related to a type of usage or process and contains the core part of the subject area.

    Dimension

    Tables that contain descriptive attributes (or fields) that are typically textual fields or discrete numbers behaving like text. Dimension attributes such as Dates, Action Types, or Institutions give facts a context.

    Measurement

    A column of data in subject areas that holds a simple list of data values that can change or can be counted or aggregated in some way.

    Attribute

    A column in subject areas that holds a flat list of values that are also known as members.

    Hierarchical Attribute

    An attribute holds data values that are organized in a hierarchy. This kind of attribute is displayed using a treelike structure. Individual members are shown in an outline manner, with lower-level members rolling into higher- level members.

    The following diagram illustrates where these elements exist in Primo Analytics:

    Primo Analytics Terminology

    Scheduling Primo Analytics Reports

    The Schedule Reports and Dashboards page (Primo Home > Schedule Primo Analytics) in the Primo Back Office allows you to create and modify report and dashboard jobs. In addition, the Last Run Date and Last Run Status columns allow you to monitor the status of your report and dashboard jobs.

    For Primo VE environments, see Primo VE Analytics.

    Schedule Reports and Dashboards Page

    During the creation of a job, staff users will be able to specify the following fields on the Create a Schedule page:

    • Title – The report job’s name.

    • Description – An optional description of the report you are scheduling.

    • Analytics Folder – The Primo Analytics folder from which to select a report.

    • Report – The report or dashboard that you are scheduling.

    • Format – The output format of the report that you are scheduling. The following options are permitted for reports only: PDF, Excel, and Text. For dashboards, only PDF is permitted.

    • Schedule Type – Indicates the type of report that you are scheduling. Select either Scheduled Report or Scheduled Dashboard.

    • Frequency – Indicates how the job should be run. When scheduled, the job will run at 2AM on the scheduled day. The following frequencies are supported:

      • Monthly – allows you to specify the day of the month.

      • Weekly – allows you to specify a day of the week.

      • Daily – allows you to run the job daily.

    • Emails – A comma-separated list of email addresses to which the report is sent.

    Create a Schedule Page
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