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How to Run a Certificates Report

To run a certificates report, first click on the Reports link along the top menu from anywhere on the staff side of Summer Reader.

The end result of this report will be a group of completed certificates conforming to your desired filters.

Step One:
Select the Certificate to run a report for. Be sure you have set up a certificate.

Step Two:
Choose a program status. Either active or inactive programs.
Then choose the program or programs you wish to run the report for.

Any of the following steps can be skipped if they are not applicable.

Step Three:
Choose a Registration Filter in order to isolate which type of participants you wish to select. Use this if you are looking for a particular patron.

Step Four:
Choose Logging filters. At what completion point do patrons receive this report.

Step Five:
Choose Reviews filters. Do you want certificates tied to reviews?

Step Six:
Choose General filters. Filter by goals or prizes.

Step Seven:
Sort by Random Drawings.

Click Run Report.

A new window will open with all the completed certificates. They can then be sent to your printer for printing and dissemination.
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