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Exporting a Finished Report

Exporting to Excel

  1. Click on the REPORT HOME toolbar.
  2. Click on the Export icon.

Export icon in the toolbar

Some reports include a PAGE-BY feature. This feature allows the results to be viewed by individual library or a whole system (Total).

Page-by feature dropdown menu showing selection for individual library or Total system view

If the report has a PAGE-BY feature and is run for the main library and branches, select the following from the Export Options dialog box:

  • Excel with Plain Text
  • Export Header
  • Export Filter
  • Expand all page-by fields

Export Options dialog box with Excel with plain text and 'Expand all page-by fields' selected

If the report is run for a single library location, the Expand all page-by fields option is not needed.

Once selections are chosen, click the EXPORT button in the lower right corner.


To export the finished results to a PDF document

  1. Click on the REPORT Home toolbar.
  2. Click on the PDF icon.

PDF icon in the toolbar

To see all libraries chosen in the report, the Expand all page-by fields box must be checked. All libraries will be listed in one PDF document on separate pages.

PDF Export Options dialog box with Expand all page-by fields checked

Once selections are chosen, click the EXPORT button in the lower right corner.

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