Saved Lists - How to Manage Saved Lists (v12.x)

 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.

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.

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.

OPENING THE "SAVED LISTS" WINDOW

Select LISTS AND REPORTS from the main menu.

Click on "SAVED LISTS" in the sub-menu.

This will open the "Saved Lists" window, as shown below.

Note the search and page-through functionality at the top of the listing page.

DELETE A LIST

Click on the delete icon to the right of the list to delete.

A pop-up confirmation will appear, as shown below.

Click either "OK" to delete the list or "Cancel" to cancel the deletion.

DOWNLOAD A LIST

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.

Click on the download icon to the right of the list to download.

Select to open or save the list to your computer.

You can cancel the download by clicking on the "Cancel" button.

EDIT A LIST

Editing a list allows you to change only the list name and description.

Click on the edit icon to the right of the list to edit.

Edit the Name and/or Description of the list.

Click "Save" to save the changes.
 Click "Back" to return to the listing page.