Lists

You can manage lists of records, such as 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 quickly find a specific record in a list, enter search criteria in Find in this list.

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.

Build

• Create a List — Build a new list from scratch or base one on an existing list.

• Open a Saved List — Reopen a saved list to view the latest records.

• Save a List or Edit Its Details — Save filters, rename, or adjust security settings.

Customize

• List Filters — Choose criteria to include only specific records.

• List Columns — Select which details to display for each record.

Share and export

• Share a List — Send a link so others can view the list.

• Export Lists — Download list data as a CSV file.

Advanced

• List Queries — Base a list on a static query or add and exclude query results.

• Add or Exclude Constituents in a List — Manually add or exclude specific records.

• Managed Lists — Use managed lists for a dedicated audit trail.

• Apply a Workflow to a List — Automate interactions for constituents in a list.

• Delete a List — Remove a saved list you no longer need.

Admin

• List Rights — Configure which security groups can access lists.

Tip: To locate constituents on a map, select Map from a constituent list. Powered by Microsoft Bing, the map displays the locations of constituents — as pins — based on their primary addresses. For more information, see Constituent Map.

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.

Tip: To learn more, search for Lists classes in BlackbaudU.