[Wactclc-alma] analytics question

[Guidry, Wade]

Elena,

I opened a case for this back in November, the ticket is currently marked for Development.

Case 00487599


Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474


From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Elena Bianco
Sent: Thursday, March 15, 2018 12:31 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] analytics question

Another related question: has anyone else noticed that when you export the purchase requests, the Requester field is blank? This is happening with us even though the requester shows up in the Purchase Request. Is this something about which I should open a case in SalesForce?

Elena Bianco, Systems & Technical Services Librarian
Skagit Valley College
2405 E. College Way
Mount Vernon, WA 98273
(360)416-7624

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Paula Laine
Sent: Thursday, March 15, 2018 12:23 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [Wactclc-alma] {Disarmed} RE: analytics question

Looks like there is a request for this feature. They do add things to analytics fairly regularly, so maybe in the future.

"Manage purchase request" available in Analytics reports

Alma allows the export to Excel of the data found in the "Manage purchase request" option. The export is usually a slow process, which will surely slow down as the purchase requests stored in Alma increase.
We would like all this information to be available in Analytics so that we can manage it in a simpler way.
49 votes


[https://secure.gravatar.com/avatar/a24ad697bada5649700933b4f4761b9a?size=40&default=https%3A%2F%2Fassets0.uvcdn.com%2Fpkg%2Fadmin%2Ficons%2Fuser_70-62136f6de7efc58cc79dabcfed799c01.png]Anonymous <https://ideas.exlibrisgroup.com/users/352963969> shared this idea  *  Dec 28, 2017


From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Elena Bianco
Sent: Thursday, March 15, 2018 12:16 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [Wactclc-alma] analytics question

Does anyone know if there is any way to create an analysis for Purchase Requests? I can see how you can create analyses for Funds Expenditure and that allows you to include fields from PO Lines and POs, but Purchase Request is not include. You can create analyses for Requests, but those are Requests for items, but  no purchase requests. What am I missing?

Thank you!

Elena

Elena Bianco, Systems & Technical Services Librarian
Skagit Valley College
2405 E. College Way
Mount Vernon, WA 98273
(360)416-7624

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