Create a Listing report template

Listing reports are in PDF format and have two orientations available.

Steps

1. Click  Report on the toolbar to open the Reporting tool.

2. If you don’t already have a file open in the background, select the file (for example, Object).

3. On the Report Template tab, click Create New Template.
   

4. On the Edit Report Template tab, under Report Type, select Listing.
   

5. Under Field Orientation, select Group (Down the page) or Field (Across the page):
   
   

   • Group (Down the page) is a list of records and data running down the page, which can include images to the side or underneath individual records.

   • Field (Across the page) is a table format with rows and columns, without images. You can also calculate numeric and currency data.

6. Optional: Click Formatting Options to change the formatting or add images to your report and click OK. You can change the font, add a header and footer, and much more. See Format a Listing report template for more information.
   

7. Click Select Fields.
   

8. In the list of Available Fields, double-click fields to move them into the list of Display Fields and click OK.
   

   • Optional: Format the fields

   • Optional: Break records into groups - Field (Across the page) orientation.

   • Optional: Calculate a total or average value - Field (Across the page) orientation.

9. Optional: Click Sort Report to select a field to sort on and click OK.
   
   

10. Optional: Preview your report:

    1. On the Run Report tab, in Test Run with, enter a number to test the report on a random selection of records.

    2. Click Screen to preview your report.

11. When you are happy with your template, on the Edit Report Template tab, click Save Template.
    

12. In Portfolio, name the template, and click OK. If you want the template to be used by other people, select a shared folder first.

Tip: You can also use the Copy to Excel function in List Manager.