Generating a Summary Report - 2021-07-30

1. 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.

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.

When you open the report, a message appears: "The file format and extension of ‘<filename>’ don't match. The file could be corrupted or unsafe. Unless you trust it's source, don't open it. Do you want to open it anyway?"  Click Yes.