Changes for page Saved Lists

Last modified by caterina on 2021/10/09 15:45
From version 2.1
edited by melanie@one-count_com
on 2016/12/08 12:56
Change comment: There is no comment for this version
To version 16.1
edited by caterina
on 2021/10/09 16:45
Change comment: There is no comment for this version

Summary

Details

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1 -Saved Lists - How to Manage Saved Lists (v12.x)
1 +Saved Lists
Parent
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1 +Lists and Reports
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1 -XWiki.melanie@one-count_com
1 +XWiki.caterina
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1 +{{layout}}
2 +{{layout-section ac:type="two_right_sidebar"}}
3 +{{layout-cell}}
4 +
5 +
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.
8 +
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 +
11 +Lists to be used for product and demographic reports are saved using the "Save" functionality in the List Wizard. These saved lists are then available to use for product and demographic reports.
12 +
13 +=== OPEN THE "SAVED LISTS" WINDOW ===
14 +
15 +**Select DATA MANAGEMENT from the main menu.**
16 +
17 +[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 2.png||thumbnail="true" height="250"]]
18 +
19 +\\
20 +
21 +**Click on "SAVED LISTS" in the sub-menu.**
22 +
23 +\\
24 +
25 +[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy.png||thumbnail="true" height="250"]]
26 +
27 +This will open the "Saved Lists" window, as shown below.
28 +
29 +[[image:attach:media_1443646995396.png||align="center"]]
30 +
31 +Note the search and page-through functionality at the top of the listing page.
32 +
33 +----
34 +
35 +=== DELETE A LIST ===
36 +
37 +Click on the delete icon to the right of the list to delete.
38 +
39 +[[image:attach:media_1443647194223.png||align="center"]]
40 +
41 +A pop-up confirmation will appear, as shown below.
42 +
43 +Click either "OK" to delete the list or "Cancel" to cancel the deletion.
44 +
45 +[[image:attach:Click_either_OK_to_delete_the_list_or_Cancel_to_cancel_the_de.png||align="center"]]
46 +
47 +----
48 +
49 +=== DOWNLOAD A LIST ===
50 +
51 +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.
52 +
53 +Click on the download icon to the right of the list to download.
54 +
55 +[[image:attach:media_1443647271193.png||align="center"]]
56 +
57 +Select to open or save the list to your computer.
58 +
59 +[[image:attach:media_1366994230646.png||align="center"]]
60 +
61 +You can cancel the download by clicking on the "Cancel" button.
62 +
63 +----
64 +
65 +=== EDIT A LIST ===
66 +
67 +Editing a list allows you to change only the list name and description.
68 +
69 +Click on the edit icon to the right of the list to edit.
70 +
71 +[[image:attach:media_1443647400239.png||align="center"]]
72 +
73 +Edit the Name and/or Description of the list.
74 +
75 +[[image:attach:media_1443647462665.png||align="center"]]
76 +
77 +Click "Save" to save the changes.
78 +Click "Back" to return to the listing page.
79 +
80 +
81 +
82 +{{id name="End ScreenSteps Content"/}}
83 +{{/layout-cell}}
84 +
85 +{{layout-cell}}
86 +{{panel title="Search All Documentation:"}}
87 +
88 +
89 +{{livesearch/}}
90 +{{/panel}}
91 +
92 +{{panel title="Search LISTS AND REPORTS Documentation"}}
93 +
94 +
95 +{{pagetreesearch rootPage="Lists and Reports"/}}
96 +{{/panel}}
97 +
98 +{{panel title="On this page:"}}
99 +
100 +
101 +{{toc/}}
102 +{{/panel}}
103 +
104 +{{panel title="More LISTS AND REPORTS"}}
105 +{{expand}}
106 +(% style="margin-left: 30.0px;" %)
107 +
108 +
109 +(% style="margin-left: 30.0px;" %)
110 +
111 +
112 +(% style="margin-left: 30.0px;" %)
113 +[[Transaction Summary Report>>doc:Run a Transaction Summary Report]]
114 +
115 +(% style="margin-left: 30.0px;" %)
116 +Audit Reports
117 +
118 +\\
119 +{{/expand}}
120 +{{/panel}}
121 +
122 +\\
123 +
124 +\\
125 +{{/layout-cell}}
126 +{{/layout-section}}
127 +{{/layout}}
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id
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1 -67080
1 +67070
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/67080/Saved Lists - How to Manage Saved Lists (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/67070/Saved Lists