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How do I generate a new report from a saved Report Template?

To generate a new report from a saved report template, first you will have to choose the objects you wish to be included in the report. You can find objects a few different ways in the ArtBinder system.

From the “Objects” page

  • Go to the “Objects” page from the top navigation bar
  • Individually select the objects you would like to include in the report

OR

  • Use the Filter/Sort tool to generate a specific list of works
  • Choose “Select All” at the top of the page

 

From the “Artist” page

  • Select an Artist and click “Objects” on the left-hand navigation
  • Individually select the objects you would like to include in the report

OR

  • Use the Filter/Sort tool to generate a specific list of works
  • Choose “Select All” at the top of the page

 

From a “Show” or “List” page

  • Select a “Show” or “List”
  • Navigate to the list of “Associated Objects” underneath the Show/List Info
  • Individually select the objects you would like to include in the report

OR

  • Use the Filter/Sort tool to generate a specific list of works by this artist
  • Choose “Select All” at the top of the page

 

Once you’ve selected the objects that you would like to include in the report, click “Create New” from the left-hand navigation. From the pop-up module, select “Report” and click “Next” in the upper right-hand corner.

Choose the saved report template you would like run (for Single-Item reports, you can choose to include additional object images here) and name your report. For Multi-Column reports, you can choose to display the report title on the exported document and set formatting options, or check the box to omit.

When you are ready to run the report, select either “Export as PDF” or "Export as DOC", and then EXPORT. You should see this message pop up:

Your report “REPORT TITLE” is currently being processed.

We are generating the report against the objects' information and we will email you when your .pdf is complete and ready for download.

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