Reports output is available for those associations with custom reports. If the choices in the Reporter and the Quick Lists and Counts don’t meet your needs, contact support for a quote on a custom report that once added to your Reporter can be used over and over again going forward. These custom reports can range from detailed listings that contain a lot of information on each contact to single row listings for membership, chapter and group listings.
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 Reports in the Output Product Selections drop down menu, then click on the New Product Setting button.
A new page for Reports 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.
Format Choice is a drop down menu where you choose the report format you would like to use. The choices will vary depending on what custom options have been created for your association.
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 Report, 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.
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 Report output you have been working on and then immediately start creating a new Report 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 
magnifying glass 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 reports 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 reports output currently on view.
When you are ready to create your 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. Information on using this grid to view your report is in a separate section of this knowledge base.