Adding more scheduling options for emailing Scheduled Reports (Alma Analytics Objects)
Currently, there are limited scheduling options for emailing Scheduled Reports (Alma Analytics Object area). Many of our users need reports delivered on the 1st of each month in order to capture the previous month's data. The only option right now somewhat close to that is delivery on the 2nd of each month. This doesn't work for us because it adds the first day's worth of data from the next month to the previous month. I propose adding delivery options for the 1st of each month. Better yet - how about offering a drop-down list where users can choose a certain day of the month for report delivery?
Dear Colleagues,
We have added a new and flexible scheduling Module in the Analytics UI. With it, it is possible to schedule any day or time and define its recorrance level (wether monthly/daily or hourly). In addition we have added the ability to schedule Analytics links as well as attachments (links will work for authorized users) . We encourage Analytics admins who did not switch on the new analytics UI yet, to do so and try the new UI and its new scheduling capabilities.
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Melissa Gevaert commented
It would be nice to have the middle of the month. Fridays would also be beneficial (or specific day Monday-Friday). For example- the weekly BURSAR HAS to run on Sundays. I run a weekly list of items about to be billed so we can confirm they are missing before we bill for them. I currently have to run that list a full week in advance of the BURSAR running.
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Kathleen Bell commented
I agree that a quarterly, every 6 months, and every 12 months would be nice options to have. Also, could we add in reports on the 15 of every month?
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Dear Ann-Louise:
Scheduling is typically done on something more often than "yearly".
If something is run once a year it can be done manually.
Do you have a suggested answer to my inquiry from Feb. 14 where I state " Now a scheduled report has the following possible options. What would you like to see added and or changed?" -
Ann-Louise commented
Hi, just to repeat myself: It would be nice to have the opportunity to schedule reports on a quarterly, half year and yearly basis.
:-D
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Ron Jackson commented
I would also like to be able to choose a specific time of day to run my daily reports. Ideally I would like to run them after analytics updates but before midnight.
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Ann-Louise commented
It would be nice to have the opportunity to schedule reports on a quarterly, half year and yearly basis. Daily, weekly and even monthly is too often for some analytics you like a scheduled report on.
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James Coates commented
Remember that the Analytics data may be harvested before the end of the day (20:00 GMT in the our case). So if your library is open later than that cut off you may not capture part of the last day if you run the report on the 1st. Hence why monthly reports are currently run on the 2nd. I would recommend ensuring you get the correct data for the month using a filter within the report on a date field, I would never just rely on when the report is run as a cut off.