Create a list table

The Reports > List page is your go-to tool for creating custom list reports based on the over 100 different data objects you have in Aha! With the list table, you can add column headers for every data object in Aha! and then filter and sort the data to present different views of what you have going on across your product management environment.

How to create a list table

The easiest way to start with the list table for the first time is to select from one of our available example reports. The example reports contain a full list of commonly used reports and are a great starting point for creating your own custom report.

If you already have an idea of what you would like to report on, follow these steps to create your own custom report from scratch.

Choose your data columns and filters

1) Click on the Add data icon on the top far-left side to add additional data columns to your report. The order in which you add data is important. In the screenshot below, features were added first, which means all other data in the report is displayed as related to features. The screenshot is highlighting the addition of the Initiative name column. This would add initiatives that are related to features. It would not display initiatives that do not include features since the feature data is primary in this example report.

Note: You can shift + click to perform multi-select when adding data columns to the report.

Aha-List-Report.png

2) Add filters as necessary by clicking the Add filter icon on the top left side. A common filter would be a filter for product name if you are looking to only display data for a specific product or set of products in your accounts. Filters are searchable to allow you to find specific details without scrolling through long lists.

Organize and sort the data

After adding all of the data columns that you want to display to the list table, you can reorganize the columns, sort the data within the columns, and rename the column headers.

To reorganize the columns, click on the column name and then drag and drop it into the order you would like.

You can sort each column by hovering over the header and clicking on the sort arrows. You can also sort multiple columns 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 release and descending Aha! score.

To customize the column headers, click on the column name and perform an in-line edit to the name of your choosing.

Aha-List-Sort.png

Chart your data

After you have organized your data, select the Chart data icon on the top left to create beautiful visualizations and charts from the report you just created.

Aha-List-Chart-Data.png

Update your data

You can make updates to your data directly in a list report by clicking the record name. The detail drawer will expand making it easy to edit a record in the context of your report. After making your changes, simply refresh the page to see your changes in the list report.

Save list views

To save the view, click the Views dropdown on the top right corner 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 always accessible under the Views dropdown.

Publish 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, simply click More options and add it to a new or existing Notebook. 

Export list views

In addition to Notebooks, users have four other options for exporting a list report:

  1. Export to CSV
  2. Export to Excel
  3. Save as image
  4. Save as PDF

To export the list in any of these formats, click the More options button located in the upper right area of the page. 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.

 

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