In this article:
The ability to create lists is available on the Famly 'Essentials' and 'Premium' packages - see more about this in Pricing
Where to find 'Lists'
The 'Lists' feature makes it possible to group children or staff together by different information and to save it as a PDF. To find the 'Lists' :
Simply log in to the app
Click on the Children tab on your Left sidebar
Then select the 'Lists'.
How to create a list
In 'Lists', click on 'New 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
You can now add children or staff to the list, according to desired specific filters found on the left side of the page.
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.
An example list
For example, you may want to make a list of staff by what qualifications they have. First of all, you'd click on 'New 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 the qualifications they have.
In the ‘Lists’ you will also find a preset telephone list, as well as the evacuation list (updating in real-time). These are placed under the section called ‘Famly Presets’.