Running a Report

Answering and Managing Report Prompts

Answering Prompts

1. Click the report title. Prompts will load automatically.
2. Required Prompts: Some fields are mandatory. The report will not run until these are answered.
   
3. Making Selections: Click an option in the Available area and move it to the Selected area by double-clicking or using the single arrow icon.
   

4. Optional Prompts: If left blank, the report will include all data for that category. Use optional prompts to narrow your results.
5. Display Options: In some prompts, you can checkmark items to ensure they appear as individual columns in your final report.
6. Saving Choices: To reuse your current selections for future runs, check the box labeled Keep this prompt answer when the report is run again.
7. Click Run Report in the lower-left corner.

Managing Finished Report Results

The PAGE-BY Feature:

If your results include multiple libraries, use the Page-by dropdown at the top to filter the view to a specific branch or select TOTAL for a combined view.

Adjusting Prompts after Running

1. Select the Report Home tab.
2. Click the Re-Prompt icon to return to the selection screen without starting over.
   

Managing Grid Columns

• To Remove a Column: Right-click the column header and select Remove from Grid. (The data remains in the report objects, but is hidden from view).
• To Restore a Column: Locate the Report Objects panel on the left. Right-click the bolded attribute name and select Add to Grid.

Navigation and Logging Out

Finding Your Way Back

• Report Path: The breadcrumb trail at the top shows your current location (e.g., SEO Reports > Circulation).
• Wrong Report? Click SEO Reports in the breadcrumb path to return to the main folders.
• Home Screen: Click the Big Red M icon in the upper-left corner to return to the project selection page.
  

Logging Out

1. Click the down arrow next to your username in the upper-right corner.
2. Select Logout.