The Features > List page is an incredibly powerful tool for taking all of the data in Aha! and creating commonly used reports for yourself or your team. It's also a great place to very quickly and easily answer complex questions. Similar to the Roadmaps > List page, this page allows you to manipulate data from the over 100 different data objects stored in Aha! and then organize it as a saved view, export it in various formats, or bulk edit features.
Note: the Features > List view is hidden by default for new Aha! accounts. If you would like to enable it, you can do so by customizing your menu navigation.
Create your feature (and requirements) list
Adding columns is easy. Just click the Add data icon on the top far-left side and choose the tables you want to include. Once you have your tables, you can then choose the columns you want to populate. You may drag each column to place them in the order that you want. Remove columns by hovering over and clicking on the X that appears to the right of each column name. You can also create custom column headers by clicking on the column name and performing an in-line edit to the name of your choosing.
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 details button. Then, select from one of the sort options in the dropdown. You can also sort multiple columns by clicking the Sort data icon in the top-left corner. This will allow you to sort columns based on multiple values, such as alphabetically by feature status and feature name.
List reports can be customized 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 a column, delete a column, or add a calculation column, hover on the column header, choose the more details button, then select an action.
You may notice instances where the same feature is listed multiple times. This occurs when there is one-to-many relationships between the feature and a data column on the list. An example would be if you add requirements to the list and a feature has multiple requirements. That feature would appear multiple times — once for each requirement.
Save features (and requirements) list views
To save the view, click the Views dropdown on the upper right of the page and select Save view. When you save a view, you will have the option to name the saved view, choose who you wish to share your saved view with, and select if others can edit the view. Saved views are then accessible in the Saved views tab within the Views dropdown.
Publish features (and requirements) list views
You should always save your list prior to publishing in a Notebook. This ensures you can access the list and edit it in the future without having to also change what page is referenced in your Notebook.
Once you have a useful view, you can share it with your internal or external stakeholders through a Notebook or save it for future working sessions. To share your list, select the More options button and add it to a new or existing Notebook.
Export features (and requirements) list views
In addition to Notebooks, users have four other options for exporting their Feature > List:
- Export to CSV
- Export to Excel
- Save as image
- Save as PDF
To export the list in any of these formats, click the More options button located in the upper right of the screen. Exporting to a CSV or Excel file can be useful when you need to work offline (you can import from CSV to update data later). The image and PDF export options are useful if you wish to publish the content elsewhere, such as a PowerPoint document or an internal wiki.