--- title: How Do I Generate and Export Reports? (V2) description: A walkthrough of the Reports hub, including how to generate reports and export your data. --- [Skip to content](https://knowledge.bookmarked.com/help/how-do-i-generate-and-export-reports-v2#main-content) English Show submenu for translations ![Bookmarked](https://knowledge.bookmarked.com/hs-fs/hubfs/Bookmarked%20Logos/Bookmarked%20-%20Horizontal%20-%20Green.png?width=182&height=40&name=Bookmarked%20-%20Horizontal%20-%20Green.png) - [Home](https://www.bookmarked.com/) - [Platform](https://www.bookmarked.com/platform) - [For Districts](https://www.bookmarked.com/for-districts) - [For Librarians](https://www.bookmarked.com/for-librarians) - [Resources](https://www.bookmarked.com/resources) - [Contact](https://www.bookmarked.com/contact) Open main navigation Close main navigation - [Home](https://www.bookmarked.com/) - [Platform](https://www.bookmarked.com/platform) - [For Districts](https://www.bookmarked.com/for-districts) - [For Librarians](https://www.bookmarked.com/for-librarians) - [Resources](https://www.bookmarked.com/resources) - [Contact](https://www.bookmarked.com/contact) - English Show submenu for translations - [Book a Demo](https://bookmarked.com/book-a-demo) [Book a Demo](https://bookmarked.com/book-a-demo?hsLang=en) How Can We Help? - There are no suggestions because the search field is empty. 1. [Help Center](https://knowledge.bookmarked.com/help?hsLang=en) 2. [OnShelf Review](https://knowledge.bookmarked.com/help/onshelf-review?hsLang=en) 3. [Educator Navigation](https://knowledge.bookmarked.com/help/onshelf-review?hsLang=en#educator-navigation) # How Do I Generate and Export Reports? (V2) This article is for **OnShelf Review + Engage**. Looking for OnShelf (original) help? [Click here for OnShelf (original) articles](https://knowledge.bookmarked.com/help/are-you-an-educator?hsLang=en). 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. ![](https://knowledge.bookmarked.com/hs-fs/hubfs/image-png-Feb-13-2026-05-31-18-5459-PM.png?width=670&height=352&name=image-png-Feb-13-2026-05-31-18-5459-PM.png) --- ### 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.   ![reports\_flagged\_books](https://knowledge.bookmarked.com/hs-fs/hubfs/reports_flagged_books.gif?width=670&height=320&name=reports_flagged_books.gif) **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. ![](https://knowledge.bookmarked.com/hs-fs/hubfs/image-png-Feb-13-2026-05-39-39-3858-PM.png?width=670&height=277&name=image-png-Feb-13-2026-05-39-39-3858-PM.png) **Tip:** *Export reports regularly to keep your stakeholders informed and to maintain records for compliance purposes.* - [Getting Started](https://knowledge.bookmarked.com/help/getting-started?hsLang=en#main-content) - [Registering an Account (Parent/Guardian)](https://knowledge.bookmarked.com/help/getting-started?hsLang=en#registering-an-account-parent-guardian) - [Are you a Parent or Guardian?](https://knowledge.bookmarked.com/help/are-you-a-parent-or-guardian?hsLang=en#main-content) - [Engaging with my Child (Parents)](https://knowledge.bookmarked.com/help/are-you-a-parent-or-guardian?hsLang=en#engaging-with-my-child-parents) - [Are you an Educator?](https://knowledge.bookmarked.com/help/are-you-an-educator?hsLang=en#main-content) - [Dashboard (Home page)](https://knowledge.bookmarked.com/help/are-you-an-educator?hsLang=en#dashboard-home-page) - [Book Intelligence (Library & Book Details pages)](https://knowledge.bookmarked.com/help/are-you-an-educator?hsLang=en#book-intelligence-library-book-details-pages) - [Analyze my School's Data (Reports page)](https://knowledge.bookmarked.com/help/are-you-an-educator?hsLang=en#analyze-my-schools-data-reports-page) - [OnShelf Review](https://knowledge.bookmarked.com/help/onshelf-review?hsLang=en#main-content) - [Educator Navigation](https://knowledge.bookmarked.com/help/onshelf-review?hsLang=en#educator-navigation) - [For Librarians](https://knowledge.bookmarked.com/help/onshelf-review?hsLang=en#for-librarians) - [For Administrators](https://knowledge.bookmarked.com/help/onshelf-review?hsLang=en#for-administrators) - [For Teachers](https://knowledge.bookmarked.com/help/onshelf-review?hsLang=en#for-teachers) [![Bookmarked](https://knowledge.bookmarked.com/hs-fs/hubfs/BookmarkED%20Original%20Logo%20Mark.png?width=36&height=34&name=BookmarkED%20Original%20Logo%20Mark.png "Bookmarked")](https://bookmarked.com?hsLang=en) Help Center Copyright © 2026, Bookmarked Inc. 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