# Generate Report

Source: [https://docs.virtosoftware.com/docs/virto-workflow-automation-web-part/virto-sharepoint-workflow-activities-kit-sharepoint-2010-workflow-platform/list-activities/generate-report/](https://docs.virtosoftware.com/docs/virto-workflow-automation-web-part/virto-sharepoint-workflow-activities-kit-sharepoint-2010-workflow-platform/list-activities/generate-report/)
Product: Virto Workflow Automation Web Part
Updated: 2026-08-13


This activity generates a text report from filtered list items as a data source.

The activity loads selected items from the list, creates a text report (see schema below), and stores the result in a text variable. You can use HTML tags to format the report.

This activity can be useful in many scenarios, such as:

- Creating a report of a user’s active jobs, adding it to an email body, and sending the email.
- Creating a client incidents report, adding it to an email body, and sending it to the client.
- Generating an administrator's warnings report, adding it to an SMS message, and sending it.
- Creating dynamic CAML queries.
- Generating dynamic email, SMS, or instant message contact lists.
- Creating any text-based documents (e.g., HTML, XML).

## **Report schema:**

```
[Header]
[Row for List Item 1]
[Row for List Item 2]
…
[Row for List Item N]
[Footer]
```

To display field values from the current list item in the Row Template, use the `<%FieldName%>` construction. This is an active text marker: the activity identifies the marker, retrieves the field value, and replaces the marker with the value in text format.

For example, if the Row Template is:

`User '<%First Name%>'. His email is '<%E-mail Address%>'.`

and the value of the "First Name" field is “Frank” and the "E-mail Address" field is `frank@mycompany.com`, the activity generates the following string in the report:

`User 'Frank'. His email is 'frank@mycompany.com'.`

You can use `<%FieldName;#NetFormat%>` to format field values. For instance, `<%Start Date;#D%>` formats the date as "Monday, June 15, 2009" for a long date output.

![Generate Report activity building a text report from current list items in the SharePoint Workflow Designer](https://img-docs.virtosoftware.com/wp-content/uploads/2024/10/generate_report_1.png)

## **SharePoint Workflow Designer Phrase**

Generate report using **this header**, **this row template**, **this footer** from **all** items in **current list** and store result in **variable**.

**Parameters**


| Parameter | Description |
|---|---|
| this header | **Optional**. The template for the heading section of the report. |
| this row template | **Optional**. The template for the report rows. Use the `<%FieldName%>` construction to resolve field values from the current list item. FieldName can be the field display name, field ID (GUID), or field index (int). |
| this footer | **Optional**. The template for the footer section of the report. |
| All | **Optional**. List item filter. The filter string supports View Name, View ID, and CAML string (`<Where>...</Where>). An empty filter returns all items. Use <OrderBy>…</OrderBy>` to sort list items. |
| current list | **Optional**. Source list. Default value is the current list. |