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List Page Reports

Actions can be based upon a List page that is generated from a query. For more information, view the Actions Initiated from List Pages help topic.

You may also use a List page generated from a query to build a Report. Note that this functionality was created to facilitate building Mailing Label type reports in netFORUM quickly from an Individual List query.

To build a Mailing Label report based on a List page from a query, perform the following steps:

  1. Choose a query from Query Central (or create your own) that will generate the List of individuals that you desire. For example, the image below is using the Membership by Expire Date query to generate a list of individuals with upcoming memberships that are expiring.

  1. A List is returned with the records that meet the criteria defined in the query parameters. You may use Select Mode with the List to further modify which records you want to include on your Mailing List report by clicking the Select Mode check box and the selecting which records on the List should be included.
Certain demographics fields are sortable in query results, including the CheckBox (Flag), DatetexBox, TextBox (currency), TextBox (string), and TextBox (integer). For more information on setting up custom demographics fields, see the help topic: Creating Custom Demographic Data Fields.

  1. Note that a Reports menu (below) has been added to the top right menu of List pages as of Build 2011.08 which enables you to build Mailing List reports from List pages of individuals generated by the query results of the List.

  1. Selecting a menu option will then put together a Mailing List for you (with export options). Keep in mind that you will be prompted which address to use on the report (Primary, Billing, Home, etc.) for customers. If you select an address option that a customer does not have on their customer record, the report will be blank for that customer.

You may still use the Quick Report menu to export all List data in a variety of formats. Use the Report menu dropdown specifically to build formatted Mailing List reports on individual query Lists.