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- | **Note**: Zotero Standalone currently opens reports in a window without address bar or right-click menu, which means that several features on this page can not be used. | ||
- | ====== Reports ====== | ||
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- | Reports are simple HTML pages that give an overview of the item metadata, notes, and attachments of the selected items. You can print them, post them to the web, and email them. | ||
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- | {{http:// | ||
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- | =====Generating Reports===== | ||
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- | To create a report, right-click (ctrl-click on OS X) an item or a selection of items in the center column and select " | ||
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- | {{http:// | ||
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- | =====Customizing Reports===== | ||
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- | Reports list every item metadata field for each item (if you want to remove some of the fields, try using Jason Priem' | ||
- | http:// | ||
- | |Zotero Report Customizer]]). | ||
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- | ==== Sort Order ==== | ||
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- | By default reports sort items alphabetically by title in ascending order. You can change the sort order by appending "? | ||
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- | < | ||
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- | You can sort by the following fields: | ||
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- | |? | ||
- | |? | ||
- | |? | ||
- | |? | ||
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- | |?sort=type |? | ||
- | |? | ||
- | |? | ||
- | |?sort=ISBN |? | ||
- | |? | ||
- | |? | ||
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- | When a report is generated from a collection rather than from items selected in the center column, Zotero by default uses the order in which the items are shown in the center column. | ||
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- | =====Sharing Reports===== | ||
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- | With Zotero for Firefox, reports can be saved by selecting "Save Page As..." in the File menu of Firefox, and printed by selecting File --> " | ||
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- | =====Uses For Reports===== | ||
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- | ====Searching Notes==== | ||
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- | While you can search through the text content of notes using Zotero' | ||
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- | Simply generate a report of the items you want to search. Select Edit --> " | ||
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- | ====Organizing Notes into Outlines==== | ||
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- | While Zotero has not been designed to be an outlining tool, you can create outlines from notes. By default, reports list child notes together with their parent items. To include child notes in your outline and separate them from their parent items, change the " | ||
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- | Then, to build your outline, add an outline number at the beginning of each note you want to include, e.g. 1.1, 1.2, 2.1. Select the notes, right-click (control-click on OS X) the selection, and select " | ||
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- | *Note*: Because 10.0 will sort before 6.0, make sure to insert the appropriate number of zeroes (e.g., 06.0) if your outline consists of 10 or more sections. | ||
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- | If you are working with a large number of notes and you do not want to manually select each one, tags and advanced searches can make life easier. First tag each note with a description, | ||
- | ====Teaching==== | ||
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- | Reports can also be used in teaching to track and assess students during the process of collecting information and writing. Reports show when items were collected, how students associate their items with notes and tags, and how students are relating their research items, and can be a useful tool to peer into and encourage the composition process. |