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Labels

You can use Library Cards to print mailing Labels for those times when sending links and...

You can use Library Cards to print mailing Labels for those times when sending links and attachments via email blast doesn’t meet your needs. If you need to send out physical brochures, hard copies of reports or other paperwork, Reporter can help you send them to the contacts who need them.

If you want refreshed results from your query make sure you have clicked the Run this Job button. If the number returned seems correct, select Labels in the Output Product Selections drop down menu, then click on the New Product Setting button. 

Then a new page for Label Output will appear, as seen in the next screen shot.

The Category and Query fields are mandatory drop down menus where the category is a parent, and its children are the queries. The choices you make in these fields determine which of the library’s pre-defined data sets you will get back in your output. You have access to options that are standard, as well as any that were custom created for your association.

Your selection in the Format Choice drop down menu field determines which kind of labels you want to use in your report. The AMS is already configured for the common Avery label styles 5160, 5161 and 5162, as seen in the next screen shot.

If the label brand or style you need is not in the library, contact support to see if it can be added to the system.

Type a brief description of your output into the 1st Heading textbox and, if needed, a sub-header in the 2nd Heading textbox. These headers do not appear on your Labels, they appear in the output page grid for the Library Card you are using. Since the output you create can be used more than once, it is recommended that you have at least one header that describes the purpose of the output, thus making it easier to find it in the grid in the future.

Label Sort is a radio button field that determines the sort order for the labels in your report. This field defaults to “By Individual Last Name” but can be changed to “By Company Name” or “Geographical by Country & Zip”.

Click on the Save button to save any changes made. Click on the Cancel button to exit the page and discard any changes made. Click on the Save & New button to save the Labels output you have been working on and then immediately start creating a new Labels output for the same Library Card.

Once you have hit the Save button the page will reload in View mode so you can review your work before creating the output. This View page can also be accessed via the output landing page grid when you click on the view icon found to the far left in the row of the output product you need to review. An example of the resulting View page for a sample Labels output product is in the next screen shot.

This view includes the Library Card ID number at the top and each of the fields described above followed by the entries for each.

The Back button returns you to the Output landing page grid for this Library Card.

The Delete button only deletes this particular output product. The Library Card remains intact as is, as well as any other output products listed in the output page grid.

The Edit button switches the page to edit mode for the labels output currently on view.

When you are ready to create your Labels report, click on the Submit button. If you have successfully requested the report, the message “Successfully submitted job to the queue” will appear under the buttons.

Then click on the My Reports button, found at the top right of the page.

The page will reload with a grid of the Reports, Counts, Labels, Lists and Exports that you have run from any Library Card under your login.