Reports from lists
Every list can be turned into a report. The
(ellipsis) menu provides several reporting tools.- Use
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
to export an original or modified list to a PDF file. Access your PDF files you generate
from . You can print
immediately or schedule the PDF file generation.. - On a tree view you can export the following level of detail to a PDF
file:
- Use
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.
to export an original or modified list to a CSV file, which you can manipulate to produce an
Excel report. - Use to create a report by filtering the list from which you start. You can view the report you create for a list from .
- Use 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.