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Sub Lists | Reports
Curtis Nash avatar
Written by Curtis Nash
Updated over a week ago

Sub Lists | Reports

Overview:

You can create reports for Sub Lists using the Calendar Day View or List Report in the Jolt Web Portal. This allows you to view detailed information and expand layers of Sub Lists to see all related data.

How to Create a Report for Sub Lists

  1. Log in to the Jolt Web Portal
    Access the Jolt Web Portal with your admin account.

  2. Navigate to Reports

    • Go to the “Reports” section from the main menu.

  3. Select Calendar Day View or List Report

    • Choose “Calendar Day View” or “List Report” to create a report.

  4. Locate the Sub List

    • Find the Sub List you want to report on. You will see a number above the list instance indicating that it can be expanded.

  5. Expand the Sub List

    • Click on the number to expand the Sub List and view its results. The number represents the layers of Sub Lists included.

  6. Expand Additional Layers

    • If there are Sub Lists within another Sub List, click on the additional expansion options to view those layers.

FAQs

Q: What is a Sub List?

A: A Sub List is a nested list within a main list that provides additional details or categories. It can be expanded to show more data related to the main list item.

Q: How do I report on a Sub List?

A: Use the Calendar Day View or List Report in the Jolt Web Portal. Locate the Sub List in the report and expand it to see detailed information.

Q: What does the number above the list instance mean?

A: The number indicates how many layers of Sub Lists are present and that the list can be expanded to view additional details.

Q: How do I expand a Sub List?

A: Click on the number above the list instance to expand the Sub List and view its contents. If there are multiple layers, you may need to expand each layer separately.

Q: Can I expand Sub Lists that are nested within other Sub Lists?

A: Yes, you can expand each layer of nested Sub Lists by clicking on the expansion options provided.

Q: What should I do if I don’t see the option to expand a Sub List?

A: Ensure you are viewing the report in Calendar Day View or List Report. If the issue persists, check if there are any permissions or settings that might be restricting your view.

Q: Can I print or export reports with Sub Lists?

A: Yes, you can usually print or export reports from the Jolt Web Portal. Check the export or print options available in the report view.

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