Creating Weeding Reports in Excel

1. Go to Reports Tab
2. Schedule New Reports
3. Bibliographic Tab
4. List Items
5. Basic Tab

a. Change Report Name (so that you can find the correct report afterwards)

6. Item Selection Tab

a. Click on gadget next to Home Location box, double-click which collection code you want to      weed – Click OK
b. Put the same collection code in the Current Location box
c. Click on the gadget next to Date Last Charged, click Before, click the gadget next to the box, and put in the appropriate date. Click OK, then OK again.

7. Sorting Tab

a. Change drop-down option to Call Number.

8. Print Item Tab

a. Click the Generate Pipe Delimited Output box
b. In Title Information, click Entry List Only button
c. In Entry list box, type 245
d. Under Call Number Information, click Call Number Only
e. Under Item Information tab, click Brief Copy Information

9. Click Run Now
10. Open Finished Reports Wizard, double-click on your report

a. Uncheck the View Log and Format Report boxes
b. Click OK

11. Save file to your desktop.
12. Open Excel.
13. Open File, change Look In location to Desktop, change file type to All Files, find your file and double-click to open.

a. In the dialog box that opens, make sure the Delimited button is selected, and click Next
b. In the Delimiters, click in the empty box next to Other and type in a pipe (shift +backslash key), click Next
c. Click Finish.

14. You can now delete whatever columns you don’t want, change font size, change column width, and print out your report.