When creating Reports, you have various options to select and organize Pins and tasks. The order of Pins and tasks in the Report is determined by the Pin sorting chosen during creation.
Selecting Pins and Tasks for Reports
Select all Pins or Tasks
Use the checkbox for bulk editing and select "All Pages" in each List to choose all Pins or tasks.
In the Report creation interface, use the Function button
Add All PinsorAdd All Tasks.
Select a Filter result
Filter the Pins or tasks in the List and then use the checkbox for bulk editing.
Apply a Filter in the Report creation interface and Click on the Function button
Use Filter.
Select individual Pins or Tasks
In each List, select specific Pins or tasks for inclusion via individual checkboxes.
In the Report creation interface, select individual Pins or tasks via checkboxes and then Click on the Function button
Add Selected PinsorAdd Selected Tasks.
For more detailed information, please refer to our article "5 Ways to Create a Report".
Sorting Pins in Reports
Pins in a Report can be sorted by the following Categories:
Number
Title
Category
Plan
Last Modified (in Pin list)
Created (in Report creation interface)
Status
NOTE: Sorting by multiple Categories simultaneously is not possible.
To sort, Click on the Title of the column. The order in which Pins are sorted before the Report creation reflects their display order in the Report. For instance, if the Pins are sorted by Categories, they will be displayed accordingly in the Report.
NOTE: If sorting placeholders are included in the Report, they override the sorting chosen in the Pin list before Report creation. For more information on sorting placeholders for Pins, please see the article Pin Placeholders.