User Lists (Core)
Platform and managers can create customizable lists to track and view user information. These lists can also be saved for future use.
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Select Reporting.
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Select Manage Lists.
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Filter by Type to show only User Lists.
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These lists are also available in other locations throughout the solution.
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Edit Columns and Filters as needed.
To reorder columns, select the header. Then drag and drop it to the desired location.
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To save a list for future use, select Save.
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Select a user's name to view their Contact card and other profile information as a "fly out" panel.
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Use the up and down arrows (at the top) to quickly view other users from the list.
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To see their core profile in full screen without the list, select View record.
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Select Export to open or save the user list to a csv file.
To add or remove list columns:
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Select Choose columns.
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Select the columns to add or deselect columns to remove them.
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Select Apply Changes and the list results will update.
Select and drag column headers in the results to reorder them.
To view only records that share specific characteristics:
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Select Filters and choose the criteria of the items to work with.
Select Clear to remove all filters.
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Enter the filter criteria.
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Select Apply filters and the list results will update or Clear to remove your selections.
Select Hide to close the Filters menu.
To open a list that was saved previously:
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Select Openand then search for the appropriate list.
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Select the specific list and then Open.
To only search from lists you created, select the Only my lists filter.
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.