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Custom Lists

Use Custom Lists to sort and filter children or staff by parameters of your choosing

Michelle Dahl Gozal avatar
Written by Michelle Dahl Gozal
Updated over a month ago

In this article:

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 at the top


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 in the top, left-hand corner

Filters

You can now add children or staff to the list, according to desired specific filters found on the left side of the page.

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

When you have created the list you want, click on ‘Save’ in the upper right corner of the screen. The list is now accessible under ‘Saved lists’ in '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, and 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.


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).


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