How can I create a simple, printable list of account descriptions in Sugar? Having trouble figuring out where to go in my dashboard. Thank you!
Hi Emily Wentworth,
To get a Dashlet on your Dashboard showing a list of records, you need to use the ListView Dashlet. This asks you to specify what module you want a list of, the fields you want to see, and what filter to use (you can create new or use existing filters for the chosen module).
If you want a printable list, the best way to do that is through a report. You can create a Rows and Columns report, with display columns for account Name and Description, and then export the report to PDF and print it.
Please can you provide more information about how you want this to be shown and the information used.
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