Creating reports from lists

Every list can be generated as a report.

• Use Print To File to export an original or modified list to a PDF file. Access your PDF files from My Print Files.
• Use Export To CSV to export an original or modified list to a CSV file. You can manipulate the report to produce an Excel report.
• On a tree view, you can export this level of detail to a CSV file: All Levels or Specified Maximum Levels. Note that the CSV is flattened, so there is nothing in the result that shows what level a row was within the tree.
• Use Create Report to create a report by filtering the list from which you start. You can view the report you create for a list. To view report results anytime, go to My Reports.
• Use Personalize to permanently change a list for yourself. You can reset the list to its original settings at any time. You can add fields, remove fields, add subtotals, change the sorting order, and filter for a specific instance.