Copying Reports to your Institution's Shared Reports Folder

Finding and Copying Reports

CARLI's shared reports folder is found within the Shared Folders tree of your analytics catalog. 

Shared Folders > Community > Reports > Consortia > CARLI > Shared Reports

Some reports may be found in topic-specific folders.  

Copying a Report or Dashboard

Any user with the Designs Analytics role may copy a report into your institution's shared reports folder.

1. Open Analytics: Go to Analytics > Design Analytics.
2. Click Catalog.
3. Expand the Shared Folders down to CARLI's shared reports:
   e.g., Shared Folders > Community > Reports > Consortia > CARLI > Shared Reports.
4. Locate the report by name in the list. When found, select More > Copy.
5. Change folders into your institution's reports folder.
   e.g., Shared Folders > [institution name] > Reports
6. Click the Paste button on the toolbar.
7. Click Edit to do a test-run of the report or modify the design

Saving a Report or Dashboard

1. Open Analytics: Go to Analytics > Design Analytics.
2. Click Catalog.
3. Expand the Shared Folders down to CARLI's shared reports:
   e.g., Shared Folders > Community > Reports > Consortia > CARLI > Shared Reports.
4. Locate the report by name in the list. When found, select Edit.
5. Click the Save As button in the top right corner of the design screen.
6. Change folders into your institution's reports folder.
   e.g., Shared Folders > [institution name] > Reports
7. Click OK. (We advise retaining the names of shared reports for reference, in case support is needed to troubleshoot or update the design later.)
8. Click Catalog to view the report in your own folder.
9. Click Edit to modify the design.