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STATISTICS

Chapter 7. CUSTOMER SUPERUSER

   

 

Exporting Participant Records

The Download Participant Records option lets you export selected data fields from the Participant Records of one or more selected libraries within your consortium or collective. Data is exported to a Microsoft Excel (.xlsx) file for download to a local workstation. The specific libraries for which you can export Participant Record data depends on your user type (see the User Administration User Guide for more information):

To export Participant Records:

  1. From the Statistics menu (see The Statistics Menu for details), select ILL Statistics – Download Participant Records.
    • The Export Participant Data screen displays.

Export Participant Data Screen – Select Fields

Export Participant Data Screen – Select Fields

  1. Use the Select fields to be exported to this report checkboxes to select the data fields you wish to include in the export file.

    NOTE: Available data fields are grouped according to their associated headings in the Participant Record.

    • A checkmark selected checkbox indicates the associated field will be included in the export file.
    • An empty checkbox unselected checkbox indicates the associated field will not be included in the export file.
    • Clicking a checkbox repeatedly will toggle it on and off.
    • Select the checkbox for a heading to select all checkboxes within the heading.
    • Click the Select All Fields link to select all Select fields to be exported to this report checkboxes.
    • Click the Deselect All Fields link to deselect all Select fields to be exported to this report checkboxes.
  2. Use the Select libraries to be exported to this report checkboxes to select the libraries you wish to include in the export file.

    NOTE: If desired, you can reconfigure, sort and filter the content of the Select libraries to be included to this report list (see the System Basics User Guide for details).

    NOTE: For Customer SuperUsers, the Select libraries to be exported to this report field shows all libraries in your consortium or collective.

    • A checkmark selected checkbox indicates the associated library will be included in the export file.
    • An empty checkbox unselected checkbox indicates the associated library will not be included in the export file.
    • Clicking the checkbox repeatedly will toggle it on and off.
    • Click the Select All Displayed Libraries link to select the checkboxes for all currently displayed libraries.
    • Click the Deselect All Libraries link to deselect the checkboxes for all libraries.
  3. When all desired options have been selected, click the Submit button.
    • Use the standard procedures for your web browser to download the file to a local workstation.