There are a number of reports and lister pages in Channeltivity. Lister pages are pages that include a list of items such as Deals, Leads, and MDF Requests.
Many of the listers in Channeltivity can be customized to your liking by adding, removing and rearranging columns. Customized reports that you use frequently can be saved as Views so you can easily access them in the future. Reports can also be exported to Excel and viewed for printing. This article explains how to do all of this.
Deals Lister Page
How do I customize a lister?
All of the lister configuration options are accessible through the controls in the top right corner:
The gear icon allows you to configure the lister's Table View:
The map marker icon allows you to switch from the Table View to the Map View:
The Map View provides a visual representation of all of your records on a geographical map:
Map View - Deals
How do I add and remove columns?
To add, remove and move columns from the Table View in Channeltivity, click the gear icon in the top right corner of the lister page and select "Manage Columns."
The Manage Column window will appear with all of the fields/columns listed in the current view.
- Removing a column - click the "X" next to the column that you want to remove
When you are finished customizing your view/report, click the "Apply" button to apply your changes.
Manage Columns Window
How do I Save a Custom View in Channeltivity?
You can save a view by clicking the gear icon > "Save As." The Save View window will appear with the below options:
- New View - save a new view with the current fields/columns
- Overwrite Existing View - overwrite a previously saved view with the changes from the current view
Save View Window
How Do I Access Views/Reports That I've Saved?
Once you save a view/report, it will appear in the "Saved Views" section of the lister configuration menu.
To delete an existing view, click "Manage Views" > click the "X" next to the view you want to delete.
Manage Views Window
Can I Export a lister to Excel?
Yes, click the downward-facing arrow in the top right corner of the lister page to export to Excel.
Deals Lister Page - Export to Excel