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
- On Trove Reports, choose Create Custom Report, or edit/clone an existing report.
- Name and describe the report and choose all item types or selected types.
- 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.
- 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.
- Choose portrait or landscape and adjust the title, Trove name, generated date, page numbers, repeated headers, row colors, and text sizing in Layout Options.
- 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.
