Lists and reports

Lists and reports display the records or a subset of records from the database table associated with a business class.

Some reports are delivered by the applications you use, others are created at your site.

The table shows actions that might be available on a toolbar or overflow (…) menu when you work with lists and reports. On the toolbar, actions are represented by icons that you can hover over to view help text.

Note:

If other options are available on the toolbar, they have been added by your applications (FSM or HRT) and are described in your application product documentation.

Table 1. Actions available for lists and reports
Action	Description
Open	Opens the current record.
Filter or Search	Search fields or columns.
Saved Search	Link to the Saved Search feature. For more information, see Saving searches.
Helper List	If the item you are viewing has a helper, or additional, list, you can link to it.
Refresh	Refreshes the current view.
Audit Log	Link to the audit log. For more information, see View the audit log.
Drill Around	Link to the Drill Around feature. For more information, see Viewing data through the Drill Around feature.
Print to PDF	Opens a dialog box of features for creating or configuring a PDF version of the data on the screen. For more information, see Generating report output to PDF or CSV.
Export to CSV	Use this action to create a CSV file of the list or report. For more information, see Generating report output to PDF or CSV.
Create Report	Runs the action to create a report.
Related Reports	Shows all reports on the currently selected list.
Personalize	Personalize (customize) options for how a report looks. For more information, see Personalizations Overview.