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, export and present the data
You can save commonly used views for yourself and your team or share them with other stakeholders by adding them to Notebooks.
You can also export the list by clicking on the gray Save as CSV button on the upper right area of the screen. Exporting can be useful when you need to work offline (you can import from CSV to update content in Aha! later) or when manually importing Aha! data into another system.
Once you have a list compiled, if you click Reports -> Pivot the data selected on the list will automatically be selected as options you can use to generate a Pivot table.