The Reports -> List view 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 green Add columns button to add the data you would like to view. When you select your first column, future options will be restricted based on data that can logically be displayed along side the first selection. For example, if you are listing out features and feature goals, you cannot add a column for release goals because release goals are not related to features.
Note that you can multi-select columns. In the image below, for example, you can multi-select some or all of the Feature columns so you don't need to add them one at a time.
2) Add filters as necessary. You can use the filter drop down to filter data based on the data selections you have made. A common filter would be a filter for product name if you are looking to only display data for a specific product(s). 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 re-organize the columns, sort the data within the columns, and rename the column headers.
To re-organize the columns, simply 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 sort up/down arrows. You can also sort multiple columns using the Sort columns button in the top right 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, simply click on the column name and perform an in-line edit to the name of your choosing.
Chart your data
After you have organized your data, select the Chart Data > button to create beautiful visualizations and charts from the report that you have just created.
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 Save button on the upper left corner of the page. When you save a view, you will have the option to name the saved view, chose who you wish to share your saved view with and select if others can edit the view. Saved views are then accessible under the Views drop down on the right side of the screen.
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 on the Export drop down 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:
- Export to CSV
- Export to Excel
- Save as image
- Save as PDF
To export the list in any of these formats, simply click the blue Export button located in the upper right area 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.