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. |
| 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. |
| Export to CSV |
Use this action to create a CSV file of the list or report. |
| 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. |