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Preserve, curate, and share heirlooms.

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Reports

Reports turn Trove items into printable PDF tables. Editors, Administrators, and Owners can open the Reports page. It lists built-in system reports and custom reports; each card summarizes its item types, columns, filters, and grouping.

Run or Copy a Report

Select Generate to create a PDF using the report definition and current Trove data. Use the edit control to change a report. System reports cannot be overwritten or deleted; choose Save as Custom Copy to preserve your changes as a separate custom report. Custom reports can be edited, cloned, or deleted.

Create or Customize a Report

  1. On Trove Reports, choose Create Custom Report, or edit/clone an existing report.
  2. Name and describe the report and choose all item types or selected types.
  3. Add, remove, and reorder columns. Available columns include item fields and system values such as item type, photo, created date, modified date, and item ID.
  4. Add filters to include only matching records. Add one or more sort fields and choose ascending or descending order. Optional grouping organizes output by a field and can show group headings or page breaks.
  5. Choose portrait or landscape and adjust the title, Trove name, generated date, page numbers, repeated headers, row colors, and text sizing in Layout Options.
  6. Save the report, then return to Reports and generate its PDF.

When a report covers several item types, type-specific fields may be blank for records whose type does not use that field. Start with a small set of columns and filters, then generate a PDF to review the result.

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