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  1. Perform a search or display the contents of a cart, as described in the following pages:

  2. Select Delivery Options > Summary Report. The Input Report Panel appears:

    • Select a report level.
    • Select a report type. 
    • Select an encoding format. 
    • Select the columns. (TBD: More detail needed here?)
    • Specify whether you want to also mail the report. 
  3. Click Next. The system response depends on your selections.

    • If the Delivery Options page appears:

      1. Specify a recipient address and a subject. 

      2. (Optional) Specify a CC address or notes. 

      3. Click Send Mail. The system generates the report based on your selections. 

    • Otherwise, the system generates the report based on your selections.

(TBD: When I generated a report from the QA tier and tried to open the XLS file, a message appeared saying the file format and extension don't match. "The file could be corrupted or unsafe." Is this as expected?)

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