List reports

List reports can use any combination of hundreds of different data objects available. With the list report, you can add column headers for every data object, then filter and sort the data to present different perspectives on your Aha! environment.

Click any of the following links to skip ahead:

• Create a list report

• Choose your data columns and filters

• Customize your report

• Chart your data

• Update your data

• Save list views

• Share your list report

Create a list report

Before you create a list report, it is helpful to think about how the Aha! report model works. Reports are built around relationships between record types, and the order you add related record types to your report matters. As you work through the report builder, try experimenting with different record types and see how it affects the report you create.

To create a new list report, open the List report page:

• For Aha! Roadmaps, navigate to Roadmaps List

• For Aha! Ideas and Aha! Develop, navigate to Reports List

Click the Create new report button. This will open the Create report interactive modal, which will walk you through the process.

If you are new to list reports or would like some inspiration, choose Use an example list report. Select one of the options and watch your list report build itself. You can always customize the example report to fit your needs.

Otherwise, select Create your own list report, then follow the steps in the report builder to Select records, Add fields, and Add filters to your custom list report. If you know exactly how you want to focus your report, you can set your filter values right from the report builder. And later on, you can always use inline filters to refine your reports too.

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Choose your data columns and filters

1. Click the Customize view dropdown, then click Edit data to add additional data columns to your report. The record name is automatically added for each level that you have added to the report.

2. Add filters as necessary from the filters bar at the top of your report. You can add a basic filter quickly by hovering over the filters bar and clicking the Add filters + icon, or add an advanced filter by clicking the Edit filters icon to open up that step in the report builder. Filters are organized by record type and are searchable to allow you to find specific details without scrolling through long lists.

3. Once you have selected a filter, you can filter your report by blank (or not blank) values, by specific or a range of values, or by using advanced filters to apply logical strings to your filters.

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Customize your report

After adding all of the data columns to the list report that you want to display, you can reorganize the columns, sort the data within the columns, and rename the column headers.

To sort your data by a specific column, hover on the column header and click the More options button. Then, select from one of the sort options in the dropdown. You can also sort multiple columns by clicking Customize data Sort columns. This will allow you to sort columns based on multiple values, such as alphabetically by record status and record name.

List reports can be customized further in the following ways:

• To reorganize the columns, click on the column header and drag it to the desired location on your report.

• To change the name of your column headers, select the text within the column header to begin editing the name.

• To modify the width of a column, drag the edge of the column header to the desired size.

• To add a column, delete a column, or add a calculation column, hover on the column header, choose the More options button, then select an action.

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Chart your data

No need to create your report twice. After you have a list report you like, build a chart from the report you just created.

• For Aha! Roadmaps, navigate to Roadmaps Chart

• For Aha! Ideas and Aha! Develop, navigate to Reports Chart

Charts are available to Aha! Ideas users on the Ideas Advanced plan.

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Update your data

You can make updates to your data directly in a list report by clicking the record name you wish to edit. The record's drawer view will expand, making it easy to edit a record in the context of your report. After making your changes, simply refresh the page to see your changes in the list report.

When you have more than a handful of records to update, it is better to bulk edit them.

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Save list views

To save your current view, click the Save view button in the top-right corner of the page. When you save a view, you will have the option to name it, choose who you wish to share your saved view with, and select if others can edit the view. The Views dropdown lets you access any view you have ever saved.

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Share your list report

With your list report completed, you can share it with your stakeholders by selecting one of the export options through the Share icon on the top-right of the screen.

• If you have added Aha! Roadmaps to your Aha! account, you can fold your report into an Aha! presentation. To do this, select Add to presentation. In your presentation, you can select the report's update frequency.

• Aha! Roadmaps users can also add list reports to a dashboard. To do this, select Add to dashboard. Dashboards combine several Aha! Roadmaps views into one page to tell a complete story about your plans and progress.

• To export your list report to a whiteboard, click the Export button and select to add as records or add your list report as an image.

• To invite people outside of your Aha! account to view your report, select Share as webpage.

• To schedule recurring email delivery of your report, select Schedule email delivery.

• To export your report for further analysis, select Export to Excel or Export to CSV. You can import from CSV to update data later.

• For a static version of your report, export your report to PNG image or PDF document.

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