Lists

From Analysis, Lists, in List Management you create and view lists by list type. With List Management, you can manage lists of records to analyze performance or act on multiple records at once. As you work with a list, you can fine-tune its criteria to view only specific records and information.

Tip: To view only records that share specific characteristics, select Filters and choose the criteria of the items to include. For more information, see List Filters.

Note: If you have several lists open, then the list tabs will collapse in a menu. Select the menu to choose a list to view.

Create a new list from scratch

To view records that share characteristics, you can create a custom list. When you create a list, you can save its filters or records for reuse.

From Analysis, Lists, select New, List.
Select the type of records to work with, such as Billing item or Payments, and select OK.
Select Add , Build a new list. Any default filters will appear at the top of your list automatically. For more information, see Set default filters.

Tip: To work with multiple lists of the same type at once, such as to compare and contrast based on different filters, select Add for each list.
To include only specific records that share characteristics, select Choose filters , choose the applicable criteria, select Apply changes. For more information, seeList Filters.
To apply advanced filtering, select Filters, Show operator.
- Select All of to show records that match all of the filter criteria.
- Select Any of to show records that match any of your filter criteria.
To view specific information about the records in the list, select Columns , choose which details to include, and select Apply changes. For more information, see List Columns.
To use the list's filters or records again, select Save , Save as a new list.

Note: Each time you reopen a list, it dynamically includes the latest records that meet the saved filter criteria.
To help identify the list or query and explain its intent, enter a unique name and a description — up to 250 characters.
Choose whether others can manage the list (and how).
Select Save.

Create a new list based on another list

To ease list creation, you can start with a copy of another list and tweak its filters and columns as necessary.

From Analysis, Lists, select New, List.
Select the type of records to work with, such as Billing item or Payments, and select OK.
Select Add and Open a saved list .
Search for the list to base the new list on, or choose its name.

Tip: To view only the lists you created for use by yourself or others, select Only my lists.
Select Open.
Select Save , Save as a new list.
To help identify the new list and explain its intent, enter a unique name and a description — up to 250 characters.
Choose whether others can manage the list (and how).
Select Save.
To choose which records to include in the new list, select Filters and choose the applicable criteria. For more information, see List Filters.
To apply advanced filtering, select Filters, Show operator.
- Select All of to show records that match all of the filter criteria.
- Select Any of to show records that match any of your filter criteria.
To choose which information to view about the records, select Choose columns , choose which details to include, and select Apply changes. For more information, see List Columns.
Select Save, Changes to this list and then Save.

Note: When you reopen a list in the web view, it includes the latest records that meet the saved filter criteria.

Save a list or edit its details

As you work with a list, you can save changes you make to filters or columns. You can also edit details such as the list's name or security settings.

Tip: When a list has unsaved changes, an asterisk (*) appears next to its name.

From an existing list, select Save , and choose how you'll use the list.
- To reopen the list for the latest records with the same filter criteria, select Changes to this list.
  
  Tip: Multiple people can work in a list at the same time. If your changes conflict with someone else's, you can choose whether to save a new list, overwrite the other person's changes, or discard yours. To temporarily keep your changes but not save them to the list, select Cancel.
- To save a copy of the list, such as to start a new list, select Save as a new list.
To help identify the list or query and explain its intent, enter a unique name and a description — up to 250 characters.

Note: To help prevent data loss, you can't save a list with the same name as another list or query used with a process in the database view.
Choose whether others can manage the list (and how).
- To restrict the list to your own personal use, select No one else can access.
- To enable others to only view the list, select Others can view.
- To enable others with rights to manage lists to have full access to change its criteria, save changes, and delete the list, select Others can manage.
Tip: For a list you want to share with others, select Others can manage or Others can view.

Note: When select Others can view, supervisor admins can still manage the saved list.
Select Save.

Note: When you reopen a list, it includes the latest records that meet the saved filter criteria.

Note: Admins! To enable people at your organization to create their own lists, you must first choose which security groups should access Lists. For information, see List Rights.