Customized publication reports make it easier to extract and share the exact information you need from your project. Whether you need a quick overview of selected titles, a detailed list for further analysis, or a document to share with colleagues or copyeditors, reports give you flexibility.
You can export customized reports as a PDF for printing and archiving, or as a CSV file for use in spreadsheets and data analysis tools. This makes it easier to document your work, collaborate, and prepare information for presentations or publications.
This step-by-step guide explains how to create, customize, and export your own publication reports.
Add the filters needed to refine the result to your desired list of publications. You can later refine filters to add more publications to the report.
2. Click Create.
3. Navigate to Report and click Customized.
4. Click on the checkbox to select a publication.
You can navigate to other pages to make more selection or adjust your filters to find other publications. You previous selection will remain active.
5. Click the checkbox at the bottom to select all on current page.
6. Click Customize report.
7. Adjust the report configurations.
Choose which details to include in your report. A preselection is already active, you can remove any detail and add others form the sections below. Click on the toggles to choose a sorting option or include cover images.
8. To review or alter your selection, click Selected publications.
9. Click the delete icon to remove publications.
If you want to add mor epublication, click +Add entities to return to the publication list.
10. Click Create report.
11. Your report preview open in a new tab.
12. Option 1: Click Print (allows saving a PDF).
13. Define print settings.
To receive the report, you can choose between saving as PDF or printing on paper. It is recommended to define layout and scale to make sure all the information is visible.
14. Option 2: Click Download CSV (allows creating spreadsheet).
If you prefer to use the report in an editable spreadsheet, choose Download CSV. CSV stands for comma separated values. Download your report as a CSV file for further editing in Excel, Google Sheets, or another spreadsheet tool.
Keep reading
- If you need a consistent, styled report with option to edit the text, see our tutorial on creating a formatted publications report.
- Creating a publication entry
- Linking scans to publications
Last updated: September 26, 2025