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.

This 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, such as FSM or HRT, and are described in your application product documentation.


Action	Description
Open	Opens the current record.
Filter or Search	Search fields or columns.
Saved Search	Link to the Saved Search feature. See Saved searches.
Helper List	If the item you are viewing has a helper, or a list, you can link to it.
Refresh	Refreshes the current view.
Audit Log	Link to the audit log. See Viewing the audit log.
Drill Around	Link to the Drill Around feature. See Drill Around usage.
Print to PDF	Opens a dialog box of features for creating or configuring a PDF version of the data on the screen. See Printing a content to PDF.
Export to CSV	Use this action to create a CSV file of the list or report. See Exporting a list to CSV.
Create Report	Runs the action to create a report.
Related Reports	Shows all reports on the currently selected list.
Personalize	Personalize options for how a report looks. See Personalizations overview.

Note: By default, non-contextual action menus such as , , , , , and are not available when you right-click a list record in the Web UI or long-press a list record on a mobile device. These actions are available from the More Actions menu for the list.

To make these actions available from the record context menu, your administrator must configure the SimplifyRightClickMenu parameter to false.

See “Runtime parameters in the ConfigurationParameter table” in the Infor Landmark Technology System Administration Guide.