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reports [2017/11/23 14:54]
bwiernik Update image
reports [2019/12/02 17:02] (current)
dstillman
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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. 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.
  
-{{:​report.png?​direct&​600|}}+{{:​report.png?​direct&​600&​nolink&​|}}
  
 ==== Generating Reports ==== ==== Generating Reports ====
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 ==== Working with and Searching Reports ==== ==== 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. ​ 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. ​
 +
 +==== Sort Order ====
 +
 +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]].
 +
 +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.
  
 ==== Customizing Reports ==== ==== Customizing Reports ====
  
-It's not currently possible to customize which fields are included in Reports within Zotero itself. You canhowever, remove fields from a report using the [[http://​jasonpriem.com/​projects/​report_cleaner.php|Zotero Report Cleaner]] tool. To use this tool, save the Report ("File -> Save…"​) and open it in your browser. Right-click and choose "Show Page Source"​ (or similar). Copy this code text to the to the Report Cleaner text box. Select which Zotero fields to exclude from the report and click "​customize your report"​+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.
  
 ==== Uses For Reports ==== ==== Uses For Reports ====
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 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]]. 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]].
  
-  * Sorting+  * Sorting ​(but see the workaround [[#​sort_order|above]])
   * Searching (but see the workaround [[#​working_with_and_searching_reports|above]])   * 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]])   * Copying from right-click menu (but see available methods [[#​working_with_and_searching_reports|above]])
  
reports.1511466881.txt.gz · Last modified: 2017/11/23 14:54 by bwiernik