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Reports can be run in CollectionSpace in three ways: via the right sidebar of a procedural record

or the search results screen, and the

Tools menu.

Not sure what reports are available? To see the library of reports available via a standard CollectionSpace installation, visit our Report Repository.

Reports may be run in a variety of contexts; some reports in the Reports menu will ask which context you'd like to use. 

• All records - this is a report that can be run against

• all records in the system. Usually these reports will accept parameters, e.g.

• date or number ranges
• Record list - this is a report that can be run against a list of CSIDs, the list may be created using the regular Search or the Search pop-up within the Tools menu
• Group - this is a report that can be run on a single Group, either from the sidebar of the Group record or the Tools menu

• Single record - this is a report that can be run against

• a single CSID, e.g. for a Loan Out or Object Cataloging record. The report may return information on multiple records, e.g.

• a list of all Objects related to a Loan Out.

To run a report via the right sidebar of a procedural record:

• Enter data into all required fields and save the record
• On the right sidebar, click on the Reports menu item and select the report you'd like to run
• Confirm the details of your report in the pop-up menu, and select the output format
• Select the run button
  • NB: The report should open in a new window.

• • If your report doesn't appear, check to make sure that your browser doesn't have pop-ups blocked for your CollectionSpace site.

To run a report via the right sidebar of the Search results screen:

• Click on the Search menu in the top navigation bar and then select a procedure from the dropdown
• Enter in your advanced search terms, and click Search
• On the right sidebar, click on the Reports menu item and select the report you'd like to run

• Confirm the details of your report in the pop-up menu, and select the output format
• Select the run button
  • NB: The report should open in a new window. If your report doesn't appear, check to make sure that your browser doesn't have pop-ups blocked for your CollectionSpace site.

To run a report via the Tools menu

• Click on the Tools menu in the top navigation bar, and then the Reports tab
• Select the report you'd like to run from the left menu
• After selecting the record, you'll see a screen with a short description of the report, the contexts you can run the report in, and ...