Changes for page Saved Lists

Last modified by caterina on 2021/10/09 15:45
From version 12.1
edited by melanie@one-count_com
on 2016/12/14 12:15
Change comment: There is no comment for this version
To version 15.1
edited by caterina
on 2021/10/09 15:45
Change comment: There is no comment for this version

Summary

Details

Page properties
Title
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1 -Saved Lists (v12.x)
1 +Saved Lists
Parent
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1 +Lists and Reports
Author
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1 -XWiki.melanie@one-count_com
1 +XWiki.caterina
Content
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4 4  
5 5  
6 6  {{id name="Start ScreenSteps Content"/}}
7 - The Saved Lists tool allows you to manage and download saved/frozen lists (generated using the List Wizard) and to run reports from them for circulation audits or other purposes.
7 +The Saved Lists tool allows you to manage and download saved/frozen lists (generated using the List Wizard) and to run reports from them for circulation audits or other purposes.
8 8  
9 9  The product report contains one demographic for selected lists and provides list and grand totals for that demographic (e.g. state or job title). The demographic report contains two demographics for selected lists (e.g. state and job title) and provides totals for both.
10 10  
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12 12  
13 13  === OPEN THE "SAVED LISTS" WINDOW ===
14 14  
15 -**Select LISTS AND REPORTS from the main menu.**
15 +**Select DATA MANAGEMENT from the main menu.**
16 16  
17 -[[image:attach:media_1443646798231.png||align="center"]]
17 +[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 2.png||thumbnail="true" height="250"]]
18 18  
19 -
19 +\\
20 20  
21 21  **Click on "SAVED LISTS" in the sub-menu.**
22 22  
23 -[[image:attach:media_1443646844843.png||align="center"]]
23 +\\
24 24  
25 +[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy.png||thumbnail="true" height="250"]]
26 +
25 25  This will open the "Saved Lists" window, as shown below.
26 26  
27 27  [[image:attach:media_1443646995396.png||align="center"]]
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30 30  
31 31  ----
32 32  
33 -
34 -
35 35  === DELETE A LIST ===
36 36  
37 37  Click on the delete icon to the right of the list to delete.
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46 46  
47 47  ----
48 48  
49 -
50 -
51 51  === DOWNLOAD A LIST ===
52 52  
53 53  Downloading a saved list will allow you to view or save an Excel .csv file that includes all demographic fields selected when the file was saved in the List Wizard module.
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64 64  
65 65  ----
66 66  
67 -
68 -
69 69  === EDIT A LIST ===
70 70  
71 71  Editing a list allows you to change only the list name and description.
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79 79  [[image:attach:media_1443647462665.png||align="center"]]
80 80  
81 81  Click "Save" to save the changes.
82 - Click "Back" to return to the listing page.
78 +Click "Back" to return to the listing page.
83 83  
84 84  
85 85  
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114 114  
115 115  
116 116  (% style="margin-left: 30.0px;" %)
117 -[[Transaction Summary Report>>doc:Run a Transaction Summary Report (v12\.x)]]
113 +[[Transaction Summary Report>>doc:Run a Transaction Summary Report]]
118 118  
119 119  (% style="margin-left: 30.0px;" %)
120 120  Audit Reports
121 121  
122 -
118 +\\
123 123  {{/expand}}
124 124  {{/panel}}
125 125  
126 -
122 +\\
127 127  
128 -
124 +\\
129 129  {{/layout-cell}}
130 130  {{/layout-section}}
131 131  {{/layout}}
Click_either_OK_to_delete_the_list_or_Cancel_to_cancel_the_de.png
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Confluence.Code.ConfluencePageClass[0]
id
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1 -67517
1 +67070
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/67517/Saved Lists (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/67070/Saved Lists