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Where to find Custom Lists
The Custom lists feature makes it possible to group children or staff together by different information and to save it as a PDF. For example, you can use Custom lists to create a list of staff members and their qualifications or access a preset telephone list.
To find Custom lists
Click on the Reports tab in your sidebar
At the top of the page, click on the Custom lists tab
How to Create a List
To create a new list, click on Add list and choose whether this is to be a list of children or staff by selecting Children or Staff from the drop-down menu. Enter a title for the list.
Filters
You can now add children or staff to the list, according to desired specific filters found on the left side of the page. Click on Add filter to browse all the filter options available.
Columns
You can add columns to the list by clicking Columns at the top. Here you can also deactivate or activate already existing columns. After you have selected which columns to be shown, click on the Save button. You will see how the list changes automatically.
Saving or printing your list
Once you've finished creating your list, click on Save in the upper right corner of the screen. This will add your list to the list overview when you click on Reports → Custom lists.
You can download the list as an Excel/CSV file by clicking on the downward-facing arrow icon.
You can choose to print your list, or download the list as a PDF, by clicking the printer icon.
Example Lists
For example, you may want to make a list of staff by what qualifications they have. First of all, you'd click on Add list and select Staff from the drop-down menu. Next, choose the information you want to show in the list by clicking on Columns. Here you'd click Name (to show the member of staff's name) and Qualifications.
Next, you'd click on Filters and select the qualifications you want to filter by (as below) and filter to only show Current staff.
Now you have a list of staff and their qualifications.
You can also create a list of contact details for children's families to print or download if needed. To do so:
Create a new list in Custom lists
Click on Columns
Here, check the relevant boxes (this could be Address, Contact relation, Email, and Mobile phone, for example)
The list will display children on the left and all the contact information you chose to add in the following columns
If you'd like to print this list of parent or family contact details, just click on the Printer icon at the top
Remember to Save your list if you'd like to keep it in your overview
Pre-set lists
You'll notice there are two pre-set lists in your Custom lists tab that Famly has created. There's a preset telephone list, as well as the evacuation list (updating in real-time).
