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List Manager Tutorial

List Manager 6: exporting data (CSV, Excel, PDF, RTF)

List Manager can hand visitors (and editors) a download of the list. Which buttons appear is controlled by the toolbar configuration; the output is controlled by the Export screen.

Export configuration

What can be exported

  • CSV / Excel — one row per record, one column per field whose Exportable option is on.
  • PDF — a printable table. Choose orientation and add free HTML before and HTML after the table (a title, a logo, a disclaimer).
  • RTF — fills a Word/RTF template you upload, so each export looks like an official document.

Full vs. filtered export

Each format has a plain version (the whole list) and a … filtered version (only the rows matching the current search and filters). Add the buttons you need on Display → Data Layout / the toolbar editor — in the demo the Properties list shows Pdf, Pdf filtered, Excel and Excel filtered:

Front end: the four export buttons a visitor sees below the list.
Front end: the four export buttons a visitor sees below the list.

Each button downloads a file immediately. The filtered versions include only the rows that match the current search and filter selection.

Detail PDF

Detail PDF configuration

The Detail PDF tab builds a one-record PDF from a placeholder template — a property sheet, a member card, an order confirmation. Visitors get a “Download PDF” link on the detail view.

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