The Reports -> List page is your go-to tool for creating custom list reports of Aha! Discovery data. With a list report, you can add column headers for every data point, then filter and sort the data to present different perspectives on your Aha! Discovery environment.
Click any of the following links to skip ahead:
Create a list report
Navigate to Reports -> List.
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Click Create new report. The reports modal will open and will walk you through the following steps. Click Next as you complete each step:
List: Select Create your own list report.
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Select records: Choose the data you want to report on. Select from the following record types:
Organizations
Contacts
Study
Interviews
Highlights
Add fields: Choose from the available fields for the record type you selected. These fields will be added as columns to your list report.
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Add filters: There are two types of filters you can add:
Basic filters: Select fields that will be added as simple dropdown filters at the top of your report.
Advanced filters: Use if you want the filters to have relationships with each other, using logical operators All, Any, or None.
Click Create report.
Filter your report
Add additional filters to any list report:
To create a basic filter, hover over the filters bar at the top of the page and click the Add filter icon. Select a record type, then one or more filters. Click Add to add them. This is a great option to add a filter quickly without opening another modal.
To create an advanced filter, click the Edit filters icon on the filters bar. This will take you back to the report builder, where you can apply logical operators between filters.
Add data columns
Add additional data columns to any list report:
Click the add (+) icon in the column header to the right of the last column in the report.
Select Data column.
The report modal will open. Click Add fields to add an additional field associated with the record type. You can also add additional record types to the report along with associated fields.
Click Save.
Customize your report
After adding all of the data columns to the list table that you want to display, you can reorganize the columns, sort the data within the columns, and rename the column headers.
To sort your data by a specific column, hover on the column header and click the More (...) menu. Then, select from one of the sort options in the dropdown.
Customize list reports further in the following ways:
To reorganize the columns, click on the column header and drag it to the desired location on your report.
To change the name of your column headers, select the text within the column header to begin editing the name.
To modify the width of a column, drag the edge of the column header to the desired size.
To add or delete a column, hover on the column header, select the More (...) menu, and select an action.
Save list reports
Build and configure the report to meet your needs. Then click Save view. If you are on an existing view, click Save as to save a new copy of the view.
Add a Name.
Choose the workspace(s) you want to Share internally with. Users with permissions to access the workspace(s) you select will be able to access your view.
Choose a folder where you would like to save the view next to Save in. Folders can be created and managed on the reports overview.
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Set the Editing permissions. You have two options for editing permissions.
View only: Users you have shared the view with will be able to see the view but only you and administrators will be able to edit the view.
View and edit: Anyone you have shared the view with will be able to view and edit regardless of their workspace permissions.
Click Save view.
You can always change the settings of your saved view from the report by selecting Views → Edit view details.