Creating reports from lists

Every list can be a report. The Options menu provides several reporting tools.
  • Export To CSV lets you 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.

  • Print to PDF lets you export an original or modified list to a PDF file. Access the PDF files you generate from User Account > 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
  • Create Report lets you create a report by personalizing and filtering the list from which you start. You can view the report you create for a list under Options > Related Reports or Start > Reports. A Use LPL Editor link is available for advanced editing. For more information about the LPL editor, see the Configuration Console guides.
  • Personalize lets you 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. A Use LPL Editor link is available for advanced editing. For more information about the LPL editor, see the Configuration Console guides.