Custom lists
How can I create a custom list?
Custom lists offer flexibility in organizing and viewing data tailored to your specific needs. Whether you're creating a list of employee contact details for an annual summer event or monitoring your team's flextime, custom lists empower you to choose which columns appear in your data table.
Unlike standard reports custom lists are not by default restricted by time and also allow you to apply filters according to your preferences. In addition, you can seamlessly integrate data from your company-specific additional fields. With custom lists, you have the freedom to structure and analyze data in a way that suits your objective.
Create a custom list
Begin by accessing the Reporting section through the navigation bar on the left-hand side.
Within the Reporting section select the "Custom lists" tab. This will display a list of already created custom lists.
Click on the "Create New" button.
Name the custom list (mandatory) and add a description (not mandatory)
Select the primary subject from the dropdown and use the dropdown "Columns" to select all columns you would like to add to your data table.
Once selected, click on the "Create" button to create your custom list. This action will generate and open a new custom list based on your selections.
Editing a custom list
Editing a custom list might come in handy when lists have to be adapted due to changes in data requirements or business priorities over time, ensuring that your data remains relevant and actionable for effective data management and analysis.
To edit a custom list after it has been created, follow these steps:
Open the custom list you want to edit.
Click the "Edit" button located in the top right corner.
Add or remove columns as needed or even change the primary subject of the custom list.
Save your changes.
The changes are now visible in the data table.
Adding filters
The custom list report can be further refined by adding additional filters. This guide will walk you through the process of refining your custom list by adding extra filters, allowing you to tailor your analysis to specific criteria.
To begin, navigate to the standard report you wish to refine.
Click on "Add Row" to add a new filter to your report.
Choose the attribute you want to filter for from the available options. This could include parameters such as department, Age, or any other relevant data point.
Next, select the operator that best suits your filtering requirements. Depending on the attribute chosen, you'll have various operators available, such as equals, not equals, greater than, less than, and more.
Once you've chosen the attribute and operator, proceed to select the specific values you want to filter for.
After configuring your filter settings, remember to click "Apply and save" to ensure your changes take effect.
Working with the data table
Search Functionality
Easily locate specific data points across all fields within the table using the search bar.
Download Options
Export the data table in either CSV or Excel format for further analysis or aggregation.
Column Selection
Customize your view by selecting which columns to display or hide within the data table.
Add to favorite
You have the option to mark a custom list as favorite. When you do so, a yellow star appears next to the report in the overview of all custom lists, making it easily recognizable. This feature simplifies navigation, allowing you to quickly locate and access your preferred custom lists.
Share a custom list
You can share reports that you've created to share important insights with other employees. To share a custom list please follow these steps:
Navigate to the custom list you wish to share and click the option button in the top right corner.
Click on "Share"
Choose one or more employees you would like to share this list with. You can share it with users of various roles, except those restricted to employee-only roles.
After reading the warning message, marking it with "I understand" and selecting the "Save" button the report is shared with the selected employees and can be found in their reporting area.
Your shared report is now marked with a check symbol in the custom list overview.
Unshare a custom list
Removing an employee from the shared list
To remove one or more employees from the list of persons this report is shared with follow these steps:
Navigate to the custom list you wish to remove one or more employee from the list of people this report is shared with and select the option button in the top right corner.
Click on "Share"
Remove one or more employees from the list by selecting the trash can icon and selecting the save button afterwards.
The custom list is now no longer shared with the employees which have just been removed and therefor the custom list is no longer visible in the reporting area of those employees.