Generating Reports 

CatalogIt’s “one click” Report tool allows you to create structured, data-driven documents from your collection records. Reports are designed for administrative, conservation, insurance, and curatorial purposes, providing consistent, accurate information in an organized format.

This article explains the types of reports available, how to generate them, and best practices for using them.

What Reports Are Used For

CatalogIt offers several standard report types:

• Insurance documentation – Keep track of relevant information such as object valuation and condition.
• Inventory tracking – Maintain accurate, up-to-date collection records.
• Valuation assessments – Monitor object values over time for collection management.
• Appraisal records – Document official valuations for donations, loans, or acquisitions.
• Condition monitoring – Record conservation needs, damage, or deterioration trends.
• Artist catalogs – Compile complete records of an artist’s work for reference, exhibition, or publication.

How to Generate a Report

1. Navigate to All Entries or the Folder you want to report on.
2. You can also search to select the specific records you need.
3. Click the Action Menu and choose Report.
4. Select the report type you want to create.
5. Print the Report or save it to your computer.

Each report type automatically generates the appropriate fields for that purpose, so you don’t need to select the fields yourself. The system ensures that the report contains all the necessary information for your chosen task. If you'd prefer to create custom reports and select the included fields yourself, you can utilize the Print function to create Pages or Tables.

Video Resource- Generating Reports