Create Report to Show List Information

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You can print a list in a variety of ways using reports. Choose any of our built-in reports or create your own custom report.

From the Results tab, Managers can click the printer icon to see options for creating reports of the list.

Choose the type of report you want to generate, and download the report as a PDF file or HTML, which loads it in your web browser.

  • If you plan to print it, PDF is usually best.
  • When editing a custom report, viewing it as HTML allows you to keep it in a separate tab and refresh the page when you make changes.

Report too big?

Some reports have a lot of information and are not able to be exported; they will time out. If your report times out, you can print to HTML, which gives you a webpage of results. You can print or export as a PDF from your webpage.

Create a Custom Report (Advanced)

If you decide to create a custom report, you need to have knowledge of how to use the following three technologies:

  1. HTML - The basic building block of all web pages. HTML provides the structure for your document.
  2. CSS - The standard way to style all web pages.
  3. Liquid Markup - A minimal programming language created by Shopify to provide content to your report based on custom data.

If you feel comfortable using those technologies, click edit reports to be taken to a list of Custom Reports.

Print list or edit report

Click the report name to view or edit it, or click New Report to create a new one from scratch or based on a pre-built custom report.

Make any edits to the code to create the report you want.

To help you know what fields (tags) are available in your report, the sidebar groups them into headings. Click a heading to expand the specific tags within that heading, and then click a tag to insert it into your report. A tag can be a single field or an entire block of code to loop through all fields in a particular object.

Scroll to the bottom of the page to delete or save the report.

Deleted reports cannot be recovered.

Access Custom Fields

You can get to the data in your custom fields in two ways:

Loop Through All Tabs

{% for tab in person.tabs %}
  <div class="tab">
    <div class="tab-title">{{ tab.name }}</div>
    {% for field in tab.fields %}
      <div class="questions">
          <div class="answer">
            <strong>{{ field.name }}</strong>
            <span> {{ field.value }}</span>
          </div>
      </div>
    {% endfor %}
  </div>
{% endfor %}

Directly Access a Tab

person.custom_tabs.tab_name.field

For example, if you have a tab named "Emergency Info" with a field named "Emergency Contact", you could access it directly with:

person.custom_tabs.emergency_info.emergency_contact

Sort People

You can sort the people in your report using the "sort" filter.

{% assign sorted_people = people | sort: 'gender' %}
{% for person in sorted_people %}
<tr>
  <td class="name">{{person.name}}</td>
</tr>
{% endfor %}

If you are sorting by name, you will want to use a case insensitive sort:

{% assign sorted_people = people | sort_natural: 'last_name' % }
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