Enable a "Reprompt" option in Analytics
Currently, when running a prompted report, if you want to change your selections after running it, you must go back to the catalog and start over from "Run". It would be a great time savings if there were a "REPROMPT" option, which took you directly back to the prompt screen. Inclusion of a "retain choices this session" toggle and a "clear all choices" button on the prompt screen would be useful as well.
A use case would be when I am trying to determine why a particular item is hanging up on a task list or is being prevented from withdraw/delete. Sometimes this can be sussed out by looking at the item hit list information in Alma, or the item History tab, but I have found it is often quicker to pull up the item in Analytics using an analysis that prompts for barcode and returns MMS Id, Title, Author, Ownign Library, Call number, Request Type Description, Managed by unit (latest step), Active request flag, Modifocation date, Current process, Lifecycle, and Modified by. After checking one item, I would love to be able to click on "Reprompt" and be returned to the prompt screen with my cursor in the input box.
Similarly, I have an analysis for finding items with mismatched locations and item policies. I first run an item count by Location and Classification Code. Where "unallowed" combinations exist, I need to find the specific items and fix. Creating or modifying an advanced search in Alma Repository Search is cumbersome, hence the analysis. It prompts me to select a Location and a Classification Code, then returns the barcode, MMS ID, Title, etc. Again, the option to return directly to the prompt screen (and have my previous selections retained, so, for example, I can keep the location and change the classification code or choose to clear all) would make working through a list of several combinations much more efficient.
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Elizabeth York commented
Thanks to Lesli for the instructions in her comment of July 28, 2022 on how to create repropt buttons when there are or aren't any results; I was able to follow the instructions and create the buttons!
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Lesli M Moore commented
There is a PPT on how to create a "reprompt" link or button in your reports:
https://knowledge.exlibrisgroup.com/Alma/Training/Extended_Training/Presentations_and_Documents_-_Analytics
How to create a link to rerun a prompted Alma Analytics report.pptxThe presentation cover how to reprompt when there are no results; but you can extrapolate the instructions to create a button or link for reports that have results.
How to do this (link only):
*** I don't think HTML tags will come through correctly in my reply. I will use curly braces in place of the correct HTML angle brackets. ***
1. Create your report and save it.
2. Go to the catalog of reports > click Open on your report.
3. Copy the URL in the browser bar.
4. For reports WITH results:
A. Edit the report.
B. Go to results.
C. Add a View > Other Views > Static Text
D. Check the "Contains HTML..." check box
E. Add text that makes sense for reprompting and and empty anchor (a) tag -- e.g. Ready to run again? {a href="[URL_COPIED_HERE]"}REPROMPT{/a}
F. Paste the URL of the report from Step 3 into the opening href attribute of the opening anchor tag.
G. Adjust the font using the format icon that looks like a square of boxes with an upper case A.
H. Click Done.
I. Drag the Static Text view onto the compound layout. (n.b. above the title of the report makes it easy to find)
J. Save your report.
K. Run it to test the with results prompt.
L. Adjust as needed.
5. For reports WITHOUT results:
A. Edit the report.
B. Go to criteria.
C. Click the xyz icon above selected columns.
D. Change the No Results Settings drop down to "Display Custom Message"
E. Check the "Contains HTML..." checkbox.
F. Add text that makes sense for reprompting and and empty anchor (a) tag -- e.g. No results? Try Again! {a href="[URL_COPIED_HERE]"}REPROMPT{/a}
G. Paste the URL of the report from Step 3 into the opening href attribute of the opening anchor tag.
H. Click the OK button.
I. Save your report.
J. Run it to test the no results prompt.
K. Adjust as needed. -
Rachel Merrick commented
Fairly old post and this might already been known now by the creator but just putting this here incase someone like me comes across this while googling to try and work out how to refresh the report and return to the prompts.
If you refresh the browser (F5, or the browsers refresh button, re hit enter on the URL) you will leave the results and return to the prompts, where as the refresh button within the page just refreshes the results.
I think the idea of a reprompt button that will keep the filters you previously set is a good one as you may only want to adjust them or see what you did incorrectly and will probably also just remove a bit of the confusion for users.
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Betsy R. commented
Yes!! This would be very good for running lists for weeding, etc., where I want to pull a series of reports limited by location or call number range. Please add this!