Add Data Columns To Your Record List

Watch a quick 'How to' video on our Custom Records List builder here.

After you create a new record list, you will immediately be redirected to the list editor to add columns, apply filters, and adjust settings for your record list.

Add Columns: 

You might find that our data dictionary is helpful at this stage. From the 'Columns' tab in the left hand menu:

1. Select the data point that you would like to add as a column. As there are many available options, the search feature can be very helpful.
   Depending on the Data Point selected, you may be prompted with a 'drill down' menu to make specific selections. In these cases, you can select multiple options though you may need to proceed through the drill down menu multiple times. 
   
2. Click the data point label to update the text if desired.
   
3. Expand the triple-dot action menu to expose additional column settings. 
   Options may vary based on the the type of data point added (string, number, date etc)
   
4. To rearrange columns, click/hold the item icon() on any of the selected columns in order to drag the column into a new position:
   

Now that you've added/arranged your record list columns, you might want to add filters or modify settings.

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We encourage you to try different configurations when creating a custom record list, but if you require any assistance, do not hesitate to reach out to our Help Desk for support.

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