User Lists (Core)

Product and platform managers can create customizable lists to track and view user information. These lists can also be saved for future use.

  1. Select Reporting.

  2. Select Manage Lists.

  3. Filter by Type to show only User Lists.

    Note: These lists are also available in other locations throughout the solution.

  4. A list of users appears. Choose which Columns of data to show, then apply Filters and sort the list. You can also Export the data.

  5. Select a user's name to view their Contact card and other profile information as a "fly out" panel.

    • Use the up and down arrows (at the top) to quickly view other users from the list.

    • To see their core profile in full screen without the list, select View record.

  6. To save the list for future use, select Save.

Choose Columns of Data to Show

To add or remove list columns:

  1. Select Choose columns.

  2. Select the columns to add, or deselect columns to remove them.

  3. Select Apply Changes. The list results update.

Reorder the Columns

Select a column header. Then drag it to the desired location.

Filter the List Results

To view only records that share specific characteristics:

  1. Select Filters and choose the criteria of the items to work with.

    Note: Select Clear to remove all filters.

  2. Enter the filter criteria.

  3. Select Apply filters. The list results update, or select Clear to remove your selections.

    Tip: Use Additional role criteria and Additional role to apply a second role filter. The two filters combine using AND logic. For example, select Any for content manager and None for page manager to find content managers without the page manager role.

Note: Select Hide to close the Filters menu.

Open a Saved List

To open a list that was saved previously:

  1. Select Open and then search for the appropriate list.

  2. Select the specific list and then Open.

    Note: To only search from lists you created, select the Only my lists filter.

Tip: A manager can also run reports about users. From Core, select Reporting, Reports, and then search for "User" reports. See Reports for information about how to run a report.