Create a record set from the report preview screen

When you preview the report output for certain types of list reports, you have the option to create a record set from the report output.

Tip:
Creating a record set from report output is useful if you want to make changes to all the records at once using the bulk change process in Leap or in the Polaris staff client.

The table below lists the types of reports that support this feature and the type of record set the system creates for each report.

Report type	Type of record set created
Patron list report Patron account list report Holds list report	Patron record set
Bib list report Invoice list report Purchase order list report	Bibliographic record set
Item list report	Item record set
Authority list report	Authority record set

To create a record set that contains all records in the report output

1. Preview a report.

2. Select the Create [record type] record set from report results now checkbox.

   

3. In the Record set name box, enter a name for the record set.
4. (Optional) In the Record set note box, enter note text. The note is saved in the new record set.

5. Select Create record set .

   The system creates the record set. You can find the new record set in Leap or in the Polaris staff client by searching for its name.

Related Information

• Create a record set from a saved or scheduled report