Create a List

Build a custom list of records to analyze performance or act on multiple records at once. You can create a list from scratch with your own filter criteria, or start with a copy of an existing list and adjust its filters and columns as needed.

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 a list, select the type of records to work with, such as Constituents or Gifts.
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, see List Filters.

Tip: In a constituent list, you can select Add/Exclude to choose records — specifically, or based on another list — to appear, regardless of whether they meet the filter criteria. For more information, see Add or Exclude Constituents in a List.
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 and choose how you'll use them.
- To save the list's filter criteria, select Save as a new list.
  
  Note: When you reopen a list in the web view, it dynamically includes the latest records that meet the saved filter criteria.
- For a snapshot of the records at the current moment in time for use in the database view, select In database view as a static query.
  
  Note: In the database view, lists saved as static queries appear in the RE NXT Lists folder in Query. You can only use static query selections in the database view and can't update them with different or additional records.
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 a list, select the type of records to work with, such as Constituents or Gifts.
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 then 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.

Tip: In a constituent list, you can select Add/Exclude to choose records — specifically, or based on another list — to appear, regardless of whether they meet the filter criteria. For more information, see Add or Exclude Constituents in a List.
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.