Table of Contents
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Analytics is a shared workspace
It is not possible to restore analytics objects that have been accidentally deleted, modified or moved. Please be aware of the guidelines below to ensure our work is preserved!!
| DOs | How to | DON'Ts |
|---|---|---|
| DO make Make a copy of the analysis and save it in a different section before making any changes. | As with Harvard University shared reports, you must save an Alma or Community report to My Folders (or a subfolder) before you can modify it. This is like the Save As function in Microsoft products: you're creating an entirely new copy of the analysis to your personal folder, with no connection to the original.
After saving the report in My Folders, it no longer has restrictions set by the originator and you can edit the criteria to meet your needs. | DO NOT modify Modify analyses or dashboards other than your own. |
| DO add Add a description to identify your analysis and its purpose |
Where to Save Your Analysis
Analyses in Shared Folders > Harvard University are designed to meet a broad set of needs and may not be modified. If you want to use an analysis in Harvard University folders as the basis of a new analysis, first save a copy to My Folders.
Shared Folders > Harvard University is accessible by all Analytics users at Harvard, and subject to guidelines on folder structure, naming, and description.
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My Folders: Whether modified or new-from-scratch, if you are working on an analysis is in process (not yet working, not yet fully formatted, or not yet described), save it in My Folders.
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This is your folder to do with as you wish. The contents are not accessible to other Analytics users. You may save multiple versions of analyses as needed during analysis development and use your own naming convention to distinguish drafts.
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Analysis Name/Title Best Practices
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