- Display a list of items, as described in one of the following pages:
- If you are a guest user, you can display the contents of a cart, as described in Using the Cart.
- If you are a guest user, you can search for data elements or forms, as described in Searching for Data Elements or Searching for Forms.
- If you are logged in, you can search for any administered item, as described in Searching for Administered Items.
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.
Click Next. The system response depends on your selections.
If the Delivery Options page appears:
Specify a recipient address and a subject.
(Optional) Specify a CC address or notes.
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?)