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reports [2017/11/12 19:53] – external edit 127.0.0.1reports [2019/12/02 17:02] (current) – dstillman
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-<html><p id="zotero-5-update-warning" style="color: red; font-weight: bold">We’re +===== Reports =====
-in the process of updating the documentation for +
-<a href="https://www.zotero.org/blog/zotero-5-0">Zotero 5.0</a>. Some documentation +
-may be outdated in the meantime. Thanks for your understanding.</p></html> +
- +
- +
-**Note**: Zotero 5.0 opens reports in a window without address bar or right-click menu, which means that several features on this page cannot currently be used. +
- +
-====== Reports ======+
  
 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. 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.
  
-{{http://www.zotero.org/static/images/support/report.png?640nocache}}+{{:report.png?direct&600&nolink&|}}
  
-=====Generating Reports=====+==== Generating Reports ====
  
-To create a report, right-click (ctrl-click on macOS) an item or a selection of items in the center column and select "Generate Report from Selected Item(s)...". You can also right-click a collection in the left column and select "Generate Report from Collection".+To create a report, right-click (ctrl-click on macOS) an item or a selection of items in the center pane and select "Generate Report from Selected Item(s)…". You can also right-click a collection in the left column and select "Generate Report from Collection".
  
 {{http://www.zotero.org/static/images/support/report_from_items.png?nocache&nolink}} {{http://www.zotero.org/static/images/support/report_from_items.png?nocache&nolink}}
  
 +==== Sharing and Printing Reports ====
  
-==== Sort Order ====+Reports can be saved by selecting "File -> Save…" in the File menu, and printed by selecting File -> "Print…".
  
-By default reports sort items alphabetically by title in ascending order. You can change the sort order by appending "?sort=" to the report's URL, followed by the item field(s) you would like to sort by. Use a comma to separate the different fields. To use a descending sort order, add "/d" after the field name. For example, a URL of a report that is first sorted by title in ascending order, and then by date in descending order looks like:+==== Working with and Searching Reports ==== 
 +To copy text from a report, highlight the text and type Ctr/Cmd-C or select "Copy" from the "Edit" menu. Searching currently does not work in the Zotero Report Viewer. However, if you save a Report to your computer ("File -> Save…"), you can open it in your browser and search there. 
  
-<code>zotero://report/items/0_KKZSDPI2/html/report.html?sort=title,date/d</code>+==== Sort Order ====
  
-You can sort by the following fields:+By default reports sort items alphabetically by title in ascending order. Sorting within the Zotero report window is not currently possible ([[|see below]]. You can, however, customize the sort order for reports by generating them from a [[collections_and_tags#collections|Collection]] or [[searching#saved_searches|Saved Search]].
  
-|?sort=title|?sort=firstCreator | +If you right-click on a collection or Saved Search in Zotero's left pane, then choose "Generate Report from Collection/Saved Search", Zotero will use the current sort order of the columns in the Zotero center pane for the report. To generate a report for an entire library, first make a Saved Search with the parameters: ''Title'' ''contains'' ''%'', then right-click on this Saved Search.
-|?sort=date| ?sort=accessed | +
-|?sort=dateAdded  | ?sort=dateModified | +
-|?sort=publicationTitle | ?sort=publisher | +
-|?sort=itemType  |?sort=series |    +
-|?sort=type |?sort=medium | +
-|?sort=callNumber  |?sort=pages  | +
-|?sort=archiveLocation  |?sort=DOI | +
-|?sort=ISBN |?sort=ISSN   | +
-|?sort=edition | ?sort=url | +
-|?sort=rights  | |+
  
-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.+==== Customizing Reports ====
  
-=====Sharing Reports=====+It's not currently possible to customize which fields are included in Reports within Zotero itself, but there are [[plugins#zotero_reports|third-party options]] for doing so.
  
-Reports can be saved by selecting "File --> Save..." in the File menu, and printed by selecting File --> "Print...".+==== Uses For Reports ====
  
-=====Uses For Reports=====+=== Reviewing Abstracts === 
 +If you need to review a large number of papers' titles, authors, and abstracts (e.g., if you are conducting a systematic review using Zotero), reports can provide a convenient layout for reading the abstracts and writing notes in the margins.
  
-====Searching Notes====+=== Teaching ===
  
-//This functionality is not currently available.//+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 interpreting their research items. Reports can also be a useful tool for discussing sources with students and guiding the research, organization, and writing process.
  
-While you can search through the text content of notes using Zotero's basic and advanced search functions, you may find it more convenient to use reports, which include the full text of notes.+=== Organizing Notes into Outlines ===
  
-Simply generate a report of the items you want to search. Select Edit --> "Find".+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 "extensions.zotero.report.combineChildItems" [[preferences/hidden_preferences|hidden preference]] to "false".
  
-====Organizing Notes into Outlines==== +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 in Zotero, then right-click and generate a report from them.
- +
-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 "extensions.zotero.report.combineChildItems" [[preferences/hidden_preferences|hidden preference]] to "false".+
  
-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 "Generate Report from Selected Items..." from the menu.+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, such as "chapter one" or "methods". Then create an Advanced Search for "Item Type" "is" "Note" and "Tag" "is" "chapter one". Save the Advanced Search, then right-click the Saved Search and choose "Generate Report from Saved Search…". This will create a report including only the notes tagged "chapter one".
  
-*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.+==== Disabled Features ==== 
 +Zotero 5.0 opens reports in a window without an address bar or a right-click menu. As a result, several features that were previously available in Zotero for Firefox are [[reports/disabled_features|currently disabled]].
  
-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, such as "chapter one". Then create an advanced search for "item type" [is] "note" and "tag" [is] "chapter one". Now save the advanced search.  Right-click on your saved search and select "Generate Report from Saved Search...". This will create a report including only the notes tagged "chapter one". +  * Sorting (but see the workaround [[#sort_order|above]]) 
-====Teaching====+  * Searching (but see the workaround [[#working_with_and_searching_reports|above]]) 
 +  * Copying from right-click menu (but see available methods [[#working_with_and_searching_reports|above]])
  
-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. 
reports.txt · Last modified: 2019/12/02 17:02 by dstillman