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EndNote for PC

A comprehensive guide to the reference management software EndNote.

General notes

See the APA Referencing Style Guide - Reports for definitive examples of APA-compliant references.

  • Use the Book or Electronic Book reference type unless the report is numbered, in which case use the Report reference type which includes a Report Number field
     
  • If the report has a ​corporate author remember to add a comma at the end of the organisation name in the Author field
     
  • Corporate author abbreviations should appear in addition to the full name in the first in-text citation and instead of the full name thereafter
    • First citation:   ….as research indicates (Inland Revenue Department [IRD], 2007)
    • Subsequent citations:  .…suggested by recent statistics (IRD, 2010)
    • ​First citation: Endnote workaround
      • Highlight the citation, click Edit and Manage Citation(s) in the EndNote X8 tab
      • The edit citation box appears, use the formatting drop-down to select Exclude Author
      • In the Prefix box, enter the full author name plus the bracketed abbreviation, followed by a comma and a space, e.g., Inland Revenue Department [IRD]
  • Subsequent citations: Endnote workaround
    • Highlight the citation, click Edit and Manage Citation(s)
    • The edit citation box appears, use the formatting drop-down to select Exclude Author
    • In the Prefix box, enter the author abbreviation followed by a comma and a space, e.g., IRD,

Workarounds

Resource Reference type Instruction Example
Online report, numbered, publisher is not the author Report

In the Report Number field enter the report number e.g. Research Report No.06.3

In the URL field include the publisher's name as part of the retrieval statement e.g. Research on Poverty Allieviation website: http://www

Kessy, S. S. A., & Urio, F. M. (2006). The contribution of microfinance institutions to poverty reduction in Tanzania (Research Report No. 06.3). Retrieved from Research on Poverty Alleviation website: http://www.repoa.or.tz/documents_storage/
Publications/Reports/0.63_Kessy_and_Urio.pdf

Online report, numbered, publisher same is the author Report In the URL field enter only the URL

Ministry of Health. (2007). Diabetes surveillance: Population-based estimates and projections for New Zealand, 2001–2011 (Public Health Intelligence Occasional Bulletin No. 46). Retrieved from http://www.moh.govt.nz/
moh.nsf/pagesmh/6796/$File/diabetes-suveillance-population-estimates-projections
-2001-2011.pdf

Annual report from a website Electronic Book (or Report) Link to the pdf

Radio New Zealand. (2008). Annual report 2007-2008. Retrieved from http://static.radionz.net.nz/assets/
pdf_file/0010/1796761/Radio_NZ_Annual_Report_2008.pdf

Annual report from a database Electronic Book (or Report) In the URL field include the database homepage URL but take out the ezproxy and anything after it

Air New Zealand. (2017). Annual shareholder review. Retrieved from https://companyresearch-nzx-com