Q. How can I exclude deleted loans from Analytics reports?

Answer

Loans that have been deleted in Alma, which might happen if we make a loan accidentally or as a test, or if loans checked out to lockers never get picked up, may be identified in Alma Analytics reports by the Loan Status dimension.

Deleted loans have a status of inactive.

Therefore, if you want to exclude these loans, you can use Loan Status as a filter, specifying Loan Status is not equal to / is not in Inactive.

Analytics filter showing Loan Satus is not equal to / is not in Inactive

It is recommended that any report showing circulation numbers include this filter.

  • Last Updated May 11, 2021
  • Views 4
  • Answered By Jeff Karlsen

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