Reports from lists

Every list can be turned into a report. The More Actions > Options menu provides several reporting tools.

• Use Print to PDF to export an original or modified list to a PDF file. You can view the PDF files you create in My Print Files. You can print immediately or schedule the PDF file generation.

  Print to PDF lets you export not only the primary list, but the underlying details as well.

  • On a tree view you can export the following level of detail to a PDF file:
    • Root Level Only
    • Root Level Only With Details
    • All Levels
    • All Levels With Details
    • Specified Maximum Levels
    • Specified Maximum Levels With Details
    • Selected Record With Details
  • For multiple-panel lists, you can export the following level of detail to a PDF file:
    • Current List Only
    • Current List With Details
    • Selected Record With Details
• Use Export To CSV to export an original or modified list to a CSV file, which you can manipulate to produce an Excel report.

  On a tree view you can export the following 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 from Report Catalog > All. To view only your reports, switch on Only 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.