How Do I Generate and Export Reports? (V2)

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A walkthrough of the Reports hub, including how to generate reports and export your data.

1. Navigating to the Reports Hub

Click Reports in the top navigation bar. You'll see five report categories:

Circulation Reports — Track checkouts, returns, and collection trends
Collection Reports — Analyze your book inventory
Student Activity — See reading and engagement data
Guardian Reports — View parent/guardian account activity
Administrative — System-level reports and data

Each category contains specific report types you can generate.

2. Generating a Report

Step 1: Select a Report Category

Click on a category — for example, Circulation Reports — to expand its options. You'll see types like Collection Growth and Flagged Books.

Step 2: Click Generate Report

Select the report type you want, then click Generate Report. A dialog will appear where you can:

Give your report a name
Select which libraries to include (school library, classroom libraries, or both)
Choose your preferred format

Teachers: You'll have the option to select which specific libraries (school or classroom) to include in the report.

Critical for Board Approvals: If you are generating a report for a Board Meeting or District Audit, you must generate it from the Main School Library dashboard. Classroom-level reports are designed for individual teachers and may not contain the full compliance data required for high-level audits.

3. Exporting Your Report Data

In the Generate Report dialog, look at the Format dropdown. You can export your report as:

CSV — Simple comma-separated file, great for data analysis
Excel (XLSX) — Full spreadsheet with formatting support
PDF — Print-ready document for sharing or filing

Tip: Use CSV if you need to crunch numbers in a spreadsheet, but always select PDF for official reports to your School Board. It prevents formatting errors and looks professional.

4. Reviewing Past Reports

The My Reports tab keeps a history of reports you've previously generated, so you can always go back and re-download or review them.

Tip: Export reports regularly to keep your stakeholders informed and to maintain records for compliance purposes.