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Create a report from a list

See also:

Reports allow you to print a list in various ways. You can choose any of our built-in reports or create your own custom report.

From the Results tab, anyone with Can export CSVs and reports permissions can select the 🖨️ print icon to see options for creating reports of the list.

Choose the type of report you want to generate and download it as a PDF file. PDF files are great for printing or using with HTML, which loads them in your web browser.

If you'd like a report to print in landscape format, choose the HTML option, then use your browser's print function and choose landscape there.

Tip

Report too big? 

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

Create a custom report (advanced)

To create a custom report, you must know 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, select Edit reports at the bottom of the Print list popup to view a list of custom reports.

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

You can edit the code to create the report you want, and the Live Preview will update as you do so.

The Live Preview shows results based on the list you viewed last. To see results based on a specific list, search it.

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

Warning

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' % }