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

   • Searching for Data Elements
   • Searching for Forms
   • Using the Cart

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?)