Alma Analytics menu - Shared With Me (new)

Owned by Allison Powers
Last updated: Jul 25, 2024
2 min read

Shared with Me lists analyses and dashboards that you can: run directly from the list, subscribe to (if the analysis is scheduled), or pin to the Analytics menu. Some of the analyses and dashboards are created for general use to run interactively from the Analytics menu, others are scheduled reports for specific libraries or departments. Reports created for specific libraries or units will have a prefix for the library or unit such as GUT, HLITS, LAW, etc. General use analyses are identified by the functional area prefix in the title. For example:  ACQ = Acquisitions; ERES = E-Resources; FIN = Finance; FUL = Fulfillment; RES = Resource Management

To open the list select the Analytics menu in Alma and click on Shared With Me.

  1. Search the list by report Name or Location of the analysis in the Alma Analytics catalog. If your unit has a directory under /_Departmental Reports, search for that location to view reports on the list for your unit (such as KSG, or HL ITS) or search locations used for general reports by subject area such as "Funds Expenditure" or "Physical Items".
  2. Sort the list ascending or descending by: Name, Location, Object Creator, Object Creation Date, or Object Modification Date.
  3. Filter by Type: Dashboard, Data Visualization Project or Report.
  4. Filter by Badges: Scheduled, Widget, Subscribed, Homepage Dashboard.
  5. Filter by Subject Area: Physical Items, Fulfillment, Funds Expenditure, E-Inventory, etc.

  6. Basic information about each object on the list: Analytic Folder shows where the object is located in the Alma Analytics catalog, Object created and Object modified by information. Note: report name often differs from analysis name in the catalog.

  7. View full report icon opens a new browser tab with either the prompt page, if there is one, or report results. 

  8. Badges display for Scheduled Report,  Pinned Object, Subscribed, Added as Widget.

  9. Select the row on the list to view the full display for the report. 


Alternative Display: Split Screen

  1. Select the slider in the upper right to Enable split screen.
  2. Split screen displays list view in the left pane and detail view in the right pane. Each pane has a scroll bar and can be navigated independently. 
  3. Arrows for Next item and Previous item move full display view up and down the list of reports. 
  4. Summary, Schedule and Report Preview sections can be collapsed and expanded as can the menu bar. 
  5. Subscribe to the analytics object slide bar is accessible without opening full view from the listÂ