Creating Custom Reports
Note: The images below display the options for creating a report from the Catalog tab. All spreadsheet pages function similarly, but the data and search fields differ.
1. Start with the Customize View button:
2. Select the data fields you want to include in your report:
1. Check the boxes of the data you want to include in your report.
2, Save Changes.
3. Use the Basic Search Tools to Locate or Filter Records:
1. Search for specific text within records.
2. Each spreadsheet has dropdown menus for the most commonly used filters for the data.
3. Each spreadsheet also has advanced search options (see next step).
4. Once selections are made, click on Search.
4. Use the Advanced Search options to filter the data further:
5. Once the Desired Data is displayed, Sort by Column and/or Export and/or Print:
1. Click on Column Header to sort data by desired column data, click again to toggle between ascending and descending order. Triangle indicates which column is being sorted and direction of sort.
2. Print page. Use Show All button to print all records. Note: Print format is dictated by your browser. To change the print format, use Save as CSV (below).
3. Save as CSV to export to spreadsheet into Excel (or other database) for further manipulation and/or to print in another format.