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FSCJ Library Technical Services

An informative guide for library staff

How to Access Shared Alma Analytics Reports

A PDF of these instructions is available along with a three minute recording.

1. Click on the Analytics tab and then select Shared With Me in the My Analytics section. If you see a screen wanting you to login to Oracle, log out of Alma and log back in.

2. You will see a listing of all reports that are shared with your account. Some of the common ones you will want to use are In Transit List, Missing List, Items not loaned in last 5 years, and Circulation by LC Classification (Call Number) by Loan Date. To view a report, you will click on the View full report option on the right hand side of the screen in the row of the report you need.

 

3. Depending on how the report is configured, it will either automatically display or you will need to select certain criteria such as library code, location/collection code, and a call number range.

4. Below is an example of the criteria for one report:

5. If criteria entered is successful, below is sample of the report you will see:

6. You can export this result in a variety of formats, including Excel. You will need to scroll all the way to the bottom of the screen to view these options.

7.  Generally, you would click on the Export option as seen below to export to Excel or another format.