You can create Lists of the contact records returned by your Library Card in the Reporter. There are different options for the sort order in which the contact record’s data appears on the list, and a variety of list formats to choose from.
If you want refreshed results from your query make sure you have clicked the Run this Job button. If the number returned seems correct, select Lists in the Output Product Selections drop down menu, then click on the New Product Setting button.
Then a new page for Lists output will appear, as seen in the next screen shot.
The Category and Query fields are mandatory drop down menus where the category is a parent, and its children are queries. The choices you make in these fields determine which of the library’s pre-defined data sets you will get back in your output. You have access to options that are standard in NOAH, as well as any that were custom created for your association.
Format Choice is a drop down menu where you select the sorting method for your list output from the available choices. Sample list formats are in the next screen shot.
Any choice that contains “Column” lists the contact records in a set sort order, such as alphabetically for “by Name”, and they read left to right across the page in the specified number of columns per page. Any choice that contains “Up” lists the contact records in the set sort order from the top to the bottom of the page in the specified number of columns per page. The choices that begin with “List by” and without a number of columns cause the contact records to be listed one by one down the page by the selected sort order.
Each format choice has a corresponding layout with pre-defined uses of counts and page breaks.
Type a brief description of your output into the 1st Heading textbox and, if needed, a sub-header in the 2nd Heading textbox. These headers do not appear on your List report, they appear in the output page grid for the Library Card you are using. Since the List you create can be used more than once, it is recommended that you have at least one header that describes the purpose of the output, thus making it easier to find it in the grid in the future.
Telephone Choice? is a radio button field where your selections determine whether or not the contact’s phone numbers and email addresses will appear in the list, if your association uses the “Hide” function for that information in the Phones/Emails tab. This field defaults to “All Phones, Emails, etc.” which includes all communications data for each contact record on your list. Alternatively, you can choose to “Exclude entries marked to NOT disclose” which will exclude an email address or phone that has been marked “Hide”. This option is helpful if you create a list that will be seen beyond the staff level, such as a member directory or a sign in sheet for a meeting. There is a third option to include “Only entries marked to NOT disclose” on the resulting list.
List Sort is a radio button field that determines the order in which the contact’s data is displayed in each listing. In our example, this field defaults to a sort order in descending priority order of “Individual name, position, company, department”. The alternative sorts in descending priority order for “Company name, department, name, position”.
Click on the Save button to save any changes made. Click on the Cancel button to exit the page and discard any changes made. Click on the Save & New button to save the Lists output you have been working on and then immediately start creating a new Lists output for the same Library Card.
Once you have hit the Save button the page will reload in View mode so you can review your work before creating the output. This View page can also be accessed via the output landing page grid when you click on the 
view icon found to the far left in the row of the output product you need to review. This view includes the Library Card ID number at the top and each of the fields described above followed by the entries for each.
The Edit button switches the page to edit mode for the lists output currently on view.
The Delete button only deletes this particular list product. The Library Card remains intact as is, as well as any other output products listed in the output page grid.
The Back button returns you to the output landing page for this Library Card.
When you are ready to create your List report, click on the Submit button. If you have successfully requested the report, the message Successfully submitted job to the queue will appear under the buttons.
Then click on the My Reports button, found at the top right of the page, to the left of your login name.
The page will reload with a grid of the Reports, Counts, Labels, Lists and Exports that you have run from any Library Card under your login. Information on using this grid to view your list report is in a separate section of this chapter.