Create a Report

How to create a List for introduced bills, how to share your Lists, and how to export a PDF of your Lists

Updated over a week ago

First, navigate to the Library page on the navigation bar on the left-hand side of your screen. In your Library, your Lists, or Reports, are saved. You can also create folders in your library to organize your lists.

To create a List, click the "Create New" button, click Bill List, and name your list. Then, click Create.

You will be redirected to your new list, where you can edit the title and add a description.

Bills are organized in your lists by sections. To add bills to your list, click “Add Section”. Once we’ve created our section, we can rename it to represent the bills that will be shown.

Next, we can click “Edit Settings” to add bills to our section. In the Settings panel, we can choose what bills we'd like to see based on keywords, filters, and more.

Let's create a section for bills introduced in the past two weeks. Click on the date filter, and in this dropdown, select Introduced. Select "Past Two Weeks". Then, click save. Now, bills that have been introduced in the past two weeks are shown in this List.

Once your List is ready to be shared, there are two ways to share them. First, you can click on the PDF Export button to download your List as a PDF.

Before you export your Bill List, be sure to create a template (or edit the default template) to suit your needs. Use the six dots to the left of each piece of bill information to drag into "Include" or "Don't Include." Here, you can also upload a personalized header and adjust the appearance of your report. When you're finished, click Save and export.

Additionally, you can share your list through a live link, a safer, view-only version of your List that gets updated in real time.

By default, your Lists are private to your workspace. To share your list, click Share in the top right corner of your screen, click the dropdown menu, and select Shared. A live link for your List will be generated, which you can copy by clicking on the "Copy Link" button. You can then paste and share this link with anyone. This link will show your List in View-only mode. This link is both mobile and tablet friendly.

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