How To Customize A List View

Audience: All SCORE Members, SCORE Headquarters Staff & Contractors

Introduction

List views allow you to see particular segments of your data. This guide will walk you through on how to build a list view that will identify the data you need by sorting or filtering fields. Also included in this guide is a section with examples of the most common list views used by admin roles and how to set them up.

Table of Contents

• Create a Custom List View
• Create a Custom List View Chart
• How to Delete a Custom List
• Examples of Customised List Views and Settings

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How to Create a Custom List View

1) Open any existing list view.

2) From the list view controls , select Clone.

3) Enter a List Name in the field provided and click Save.

4) After clicking Save, the Filter option opens. Add/remove filters from this panel.

4a) To Add a Filter, select Add Filter. This will open a window on the left. Select the Field to filter, assign an Operator, and enter a Value. Click Done and the filter will not be added to your list view.

4b) To remove a filter, click the button on the top right of the filter. You also have an option to Remove All filters.

5) When done adding/removing filters, you can now click Save to save the changes and create your new list according to your filters. Note: After saving, the Filter panel remains open. You can close this by clicking the on the top right of the panel.

How to Create a Custom List View Chart

1) Select a list view.

2) Click the chart icon .

3) Then, click the New Chart button. Note: If you have existing charts, click the cogwheel icon  below the existing chart and then select New Chart.

4) Enter the Chart Name and modify any fields applicable. Note: The Aggregate Type specifies how the field data is calculated: by sum, count, or average. The Aggregate Field specifies the type of data to calculate. The grouping field labels the chart segments.

5) Click Save.

How to Delete a Custom List

1) Select the custom list view.

2) From the list view controls , select Delete.

3) Confirm Delete and it will permanently remove the customized list view.

Examples of Customized List Views and Settings

Thanks to the efforts of our volunteers, we were able to build these examples from your contributions, suggestions, and feedback that you've sent to our Engage Team at engage@score.org.

Example 1 - Direct Request MRE only List View

Audience: Client Intake Coordinator

Settings: Follow the steps on how to clone a customize view.

Suggestion: Clone the list view for Chapter Client Requests by Status.

Then select Add Filter: Direct Request equals True.

Example 2 - Chapter Client Requests by Branch

Audience: Client Intake Coordinator

Settings: Follow the steps on how to clone a customize view.

Suggestion: Clone the list view for Chapter Client Requests by Status.

Then Add Filter for Mailing ZIP equals <enter zip code, use comman to separate the items>.

Example 3 - Update Registrants for a Single Event

Audience: Event Managers

Settings: Follow the steps on how to clone a customize view. 

Clone the list view for Update Registrations.

Then Add Filter for Event equals <enter the name of the event as it appears on the Event column, it is case sensitive>.

Relevant Resources:

• SCORE Engage Product FAQ
• SCORE Engage Glossary of Terms