Migration to BLUEcloud Analytics Reports and Customization Guide
Learn about the migration process to BLUEcloud Analytics, identifying report locations post-migration, basic report customizations, subscribing to customized reports, and more. Discover where different types of reports will reside in BCA, understand useful definitions, and save customized reports in BCA for easy access. Get insights into handling scheduled reports and templates in WF during the migration.
Download Presentation
Please find below an Image/Link to download the presentation.
The content on the website is provided AS IS for your information and personal use only. It may not be sold, licensed, or shared on other websites without obtaining consent from the author. Download presentation by click this link. If you encounter any issues during the download, it is possible that the publisher has removed the file from their server.
E N D
Presentation Transcript
Report Migration to BLUEcloud Analytics
HELLO! Keiley McGregor MSC Trainer Rebekah Kamp MSC System Administrator 2
LEARNING OBJECTIVES Identify where reports will live after the migration. Perform basic customizations to reports in BCA. Subscribe to customized reports to receive them via email. Recall where to find more information on reports recommended by the MSC staff. 3
after the migration?1 Where do I go for reports 4
REPORT HOMES AFTER MIGRATION BLUEcloud Analytics (BCA) Statistical reports, e.g., circ transactions, counts of items/users, etc. Lists, e.g., weeding, inventory, missing, lost, etc. Bill reports, e.g. daily cash. Some hold reports: purchase alerts, ratios, statistics. WorkFlows Notices, e.g., overdue, assumed lost, etc.; some notice-like with PII (ticket). System work reports that do heavy lifting in the background, e.g., process long overdue (PLO), acquisitions, spine labels Some transit lists. 5
December 15th December 30th January 31st Right Now WF scheduled reports suspended; templates archived. Can't create new reports in WF. Reports are already in BCA! Have set up your email subscriptions in BCA to make your life easier (recommended). If you can't find what you need, open a ticket. Still have Scheduled reports (Finished tab), in-use templates (Schedule > Template) (Exceptions on previous slide.) 6
BCA Customizing Reports2 How can I customize reports in BCA? Examples taken from
USEFUL DEFINITIONS Attribute: A characteristic or quality of an item/user/hold/transaction; an item can have attributes like: Item cat1 (format - BOOK) Home location (STACKS) Barcode Metric: A quantifiable measure of data, such as: Sum of circ transactions Collection counts 8
How can I save my customized reports in BCA Saving Reports (Personal View)3 BCA? Examples adapted from BCA Subscribing to a Report Using Email
BCA Core Report List4 What are some core reports I should start with? Examples taken from
Questions? 11
THANKS! Any other questions? You can find us at our online help desk: https://desk.zoho.com/portal/montanastatelibrary/en/home 12
