Custom List reports allow you to view the records added to a custom list on an entity, form, or workflow. This walkthrough will teach you what you need to know to build a custom list report.
Currently, you cannot build custom list reports for child database records, such as contract allowances or assets. Lucernex Professional Services can create advanced reports for this purpose. Contact your Accruent representative for more information.
Types of Reports
You can create a report that includes custom list data, there are two types of reports you will use.
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Forms / Workflow — You will use a Forms or Workflow Report Type if you want to report on custom list data that originated from a form or workflow.
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Entity Filters — You will use an Entity Filters report if you want to report on custom list data that originated on a page. For example, if you created a custom page that contained an embedded custom list.
Fields to Include in Your Report
You should include the following fields in your report at a minimum. Learn how to add fields to your report.
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Available Fields > Summary Information > General Summary Information > Name
This field displays the entity name associated with the custom list record, and it is added by default to entity filter reports. You have to add it manually to form and workflow reports.
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Available Fields > Custom Lists > All > Client List Row RecID
This field displays an identifier for the record (the row) in the custom list. We recommend adding a is specified filter to this field to ensure that your report does not contain empty records.
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Available Fields > Custom Lists > [Name of Custom List] > [Name of field you want to include in report]
The fields from your custom list will be in a sub-folder in the Custom List folder.
Filtering Custom List Reports
We recommend the following filters for custom list reports.
Filter Out Empty Custom List Records
To filter out empty custom list records:
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Navigate to Available Fields > Custom Lists > All in the Available Fields section of the Fields pane.
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Double-Click Client List Row RecID field.
The field is added to your report. It appears in the Current Report section of the Fields pane.
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Click Pencil icon
to the right of the Client List Row RecID field. The Edit Field-Level Filters and Details window opens.
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Select is specified from the field in the Criteria / Conditions section of the window.
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Click Update.
The window closes. The Type field appears in the Current Report section of the Fields pane as a filter for your report.
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Click Save.
Your changes are saved.
Filter by Form
To filter your form report to one or more forms:
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Navigate to Available Fields > Forms > All in the Available Fields section of the Fields pane.
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Click Pencil icon
to the right of the Type field. The Edit Field-Level Filters and Details window opens.
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Select is in from the field in the Criteria / Conditions section of the window.
The forms in your firm appear in the Available Fields list.
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Select the forms you want to have in your report.
Press and hold CTRL on your keyboard to select multiple values.
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Click >> to move the selected forms to the Selected Fields list.
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Click Update.
The window closes. The Type field appears in the Current Report section of the Fields pane as a filter for your report.
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Click Save.
Your changes are saved.
Filter by Workflow
To filter your workflow report by workflow:
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Click Edit geographic restrictions in the header of the Report Builder.
A window opens.
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Select the Workflow Template option.
The workflow templates in your firm appear in the field on the right side of the screen.
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Select the workflow template you want to filter by.
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Click Add Filter.
The filter is applied. It is listed near the bottom-left corner of the window.
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Repeat steps 3-4 as necessary.
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Click Finish.
The window closes.
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Click Save.
Your changes are saved.
Filter by Workflow Step
To filter your workflow report by workflow step:
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Click Edit geographic restrictions in the header of the Report Builder.
A window opens.
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Select the Workflow Template Step option.
The steps from your workflow templates appear in the field on the right side of the screen.
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Select the workflow step you want to filter by.
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Click Add Filter.
The filter is applied. It is listed near the bottom-left corner of the window.
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Repeat steps 3-4 as necessary.
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Click Finish.
The window closes.
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Click Save.
Your changes are saved.
