Running Reports with CollectionSpace - Versions 5.2 and higher

Reports can be run in CollectionSpace in three ways: via the right sidebar of a procedural record, the right sidebar of the search results screen, and the Tool 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. 

• Single - 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.
• 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
• All - 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

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
• ...

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
• ...

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 ...