Reporting Overview
The reporting section allows users to export data from Open Collection into a downloadable Excel document. The two tabs in this section denote the two steps to running a report. The "Set Up" tab (right) is where users select the fields they would like to include in the report (this selection of fields is called a "report format"). The "Reports" tab is where users define the search terms that will determine which objects are included in the report. Thus, a user can use the same report format to run several different reports, each on a different group of records defined by different search terms.
Set Up tab
Lists saved report formats and allows users to create and save new report formats.
Use: Frequent
Notes:
- Upon creating a new report template, the user chooses the format name and type (Objects, Lots, Entities, Place Names, Occurrences, and Collections) before saving. It is impossible to make a report that includes records from more than one of these categories (e.g., one cannot run a report on ALL authority terms at once, but can only run separate reports on Entities and Occurrences).