Article ID: 8065

Creating Reports Based on Columns in the Record List

Take the following steps to create reports based on columns on the Record list:

  1. Add the columns in the [Record Type] List that you want on the report.
    Note: The arrangement of the columns on the [Record Type] List provides the layout for the columns in the report.
  2. Click to check the records in the [Record Type] List that you want on the report.
    NOTE: Press Ctrl + T to tag all records in the list.
  3. Click Print Records on the [Record Type] toolbar to open the Report Specifications window.
  4. Click to highlight List Format - Custom on the Format tab of the Report Specifications window.
  5. Click Add on the Report tab of the Report Specifications window to open the Add New Report window.
  6. Select Program Level or User Level on the Add New Report window.
    NOTE: Create reports at the Program Level if you want to allow all users access to it. Create reports at the User Level if you only want to allow the current user to use the report.
  7. Click OK to return to the Report Specifications window.
  8. Enter a name for the report in the Name field on the Report tab of the Report Specifications window.
  9. Click Save on the Report tab.
  10. Click Print.
    NOTE: You can also click Preview to open the Report Preview window and save your report as a PDF, RTF, XLS, or HTML document.
  11. Click Close to exit the Report Specifications window.

NOTE:

The report you created remains in the left column of the Report Specifications window and is available for use in the future.