Objective
This tutorial demonstrates how administrators can manage publication reporting by selecting specific publication types to include or exclude. By following these steps, users can refine their reports to focus only on relevant publication types, improving accuracy and efficiency.
Key Steps
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Accessing Publication Reporting Settings
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Navigate to Settings from the administrative homepage.
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Scroll down and select Publication Reporting to access the publication types list.
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Excluding Specific Publication Types
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Review the list of all publication types within Research Logix.
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Select the publication types you wish to exclude from reporting.
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Click Save to apply the changes.
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Effect of Exclusions
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Excluded publication types will be removed from reports.
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They will also be eliminated from the review process.
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Cautionary Notes
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Ensure that excluded publication types are not required for essential reporting needs.
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Changes may impact the review process, so confirm before finalizing exclusions.
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Double-check selections before saving to avoid accidental exclusions.
Tips for Efficiency
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Regularly review publication types to ensure reporting remains relevant.
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Use clear naming conventions to quickly identify publication types in settings.
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Communicate any changes in exclusions to relevant team members to maintain consistency.
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Periodically verify reports to ensure excluded publications are properly filtered.
Link to Loom
https://www.loom.com/share/004e4831bc7a4bb4942ea2a59aec5dc8?sid=94cb3269-264d-40ed-933b-7c67e632778f