Skip to the content

Reporting

OpenAthens offers helpful reporting tools which are being constantly developed and updated to ensure you have the tools needed to monitor and enhance your library services.

We know how important reporting is to libraries in order to track usage and monitor access. The reports are available with enhanced visual graphics rather than being purely text-based – this makes them easier to understand by a range of internal audiences.

We recommend spending some time looking through and planning what reports will be of most use to your organization. For example, reports can be generated showing hot zones – times when more people are likely to be accessing content and this can help influence staffing decisions within libraries to ensure you have enough people resource in place.

To make the most of the reporting options, your accounts should include all the relevant information you want to report on - there are several options, see: Making the most of the reporting functions.

Read our full reporting documentation.

There are two key report types:

  • Account reports – these cover account types, authentication totals, account locations and any custom elements you wish to track.
  • Resource access reports – these look at what resources authenticated users are accessing and can be broken down into any attributes you wish to track such as departmental usage so you can identify where further help or guidance may be required to encourage greater access.

The report interface, the Data Explorer, enables you to define what reports you want and which attributes you'd like to be included within these reports such as timescale, measurement units, groupings and more.

Data attributes

Attributes such as Job role, Cost center, Department, Major etc. are customizable depending on your specific needs and technical capabilities. This is configurable via the administration area using the schema editor and marking attributes as ‘reportable’.

OpenAthens can recognize and map any attribute when user accounts are created by connecting to an external directory like ADFS or Azure AD. If you want to expand your reporting capability you will need to specify your requirements with your IT teams as they will probably need to do some work on their end. We are happy to help with the set up that’s required on the OpenAthens admin side.

You can also report on the activity of individual users, but before you do that please consider the privacy of your patrons. Our Reporting and Privacy documentation will help you get going. 

Any report can be saved or scheduled.

To make the most of the reporting options available, you must customize your reports to suit your needs. This means you must ensure that your user accounts include all the relevant information that you wish to track or measure against in your reports.

Reporting Q&A

Usually between two and three hours, as long as you have accounts that are active and have the relevant data in the field you are breaking down by. 

The report will initially default to showing you data for your own organization as this will be what most people need, most of the time. However, all reports have options for larger scale reports via the scope control and they will open with the last used scope setting

If you regularly need reports with different scopes, you can schedule them to be generated for you daily, weekly or monthly. 

Not yet, but we intend to enable this once we are certain the API calls involved will not need to be further updated to support other functions.

Unfortunately not. We only see the authentication and authorizationation activity so can only report on that - what the user does after they are authorized by the resource is only visible to the resource.

Yes. You can either show the resource as one of the series or download the table view. More options are on the way.

There isn't an export option but the scheduler function can send read-only views of the reports it generates to anyone you specify. 

The raw data will be kept for as little time as is necessary. Aggregated data doesn't have the same privacy concerns so can be kept much longer, the exact time to be determined. It is likely that hourly aggregations will have the next shortest shelf-life.

You can set almost any custom attribute you add to your schema as reportable and these will all be aggregated for reports. You can easily have things such as Job role, Cost center, Department, Major etc.

See: How to make the most of the reporting options

Have a question?

Get in touch with your implementation team

If you have a question about onboarding, please get in touch with your onboarding lead. If you are not sure who that is, send us an email at contact@openathens.net