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 at the top.
Filters
You can add Filters to your list to group together children or staff that share information. Choose from the standard filters such as their Status, their assigned Room, or whether they are currently Signed in. You can add more filters by clicking on Add filter, then selecting whether the list should show Yes, No or Unknown for each one in the dropdown menus that appear at the top.
Columns
You can add columns to the list by clicking Columns at the top. Here you can also remove default existing columns by unchecking the boxes next to the column name on the left. After you have selected which columns to be shown, click on the Save button.
Columns will show information that can be found on a child or staff members profile in the About or Family tabs including Permissions (for children), Contact information, Health information, Key person, amongst other things like a child's Language, Special notes or Start date.
💡 Keep in mind, it's not possible to create a Custom list of financial information such as the cost of a child's bookings, invoices, or bill payer balances. Financial information can be viewed or downloaded in the Reports tab by going to the relevant reports in the Finances or Registration subsections.
The following columns can be added to a custom list:
The following columns can be added to a custom list:
Contact information including:
Address
Contact relation
Home Phone
Mobile Number
Occupation
Place of Work
Role
Work Phone
Contact relationship including:
Emergency Contact
Who the child lives with
Parental Responsibility
Health information including:
Dentist
Doctor
Known allergies
Special dietary considerations
Special health notes
Tolerates penicillin
Vaccines
Key Person:
Key Person (Primary)
Key Person (Secondary)
Status:
Currently signed-in to a particular room
No sign-ins for a particular period of time
Signed in currently
Status (whether the child has a custom status applied)
Other information including:
Age
Birthday
Birthplace
City
Contact extra info
Contact name
Famly ID
First name
Gender
Language
Last day (this is useful if you'd like to create a list of Leavers - but keep in mind that you cannot add a date filter to this value. You'll just be able to see all children's Last days if these have been entered on their profiles and you can arrange the list from soonest to furthest away last days by clicking on the top of the column)
Last name
Middle name
Name
Nationality
Postcode
Reason for leaving
Room
Special Notes
Start date
Street
Tag
You cannot use Custom lists to make a list of financial information (such as a list of children with specific extra charges, sessions, or packages, or invoicing information). If you're not seeing a column that you'd like to add to your list, you may be able to see a report in the Reports tab in your sidebar instead (for example, for bookings and occupancy, revenue, and extra charges and sessions).
Save and Print a List
To save your list, just click on Save in the top right corner. You can download your list as an Excel or CSV file by clicking on the downward arrow icon 
and you can print (or save your list as a PDF) by clicking on the printer icon 
Example Lists
How to create a list of staff qualifications
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.
💡 If you're creating a Custom list for staff, please note you can only include information from the About section on their profile. You won't be able to use Custom lists for information on staff leave, like the Bradford Factor or sick days for example
How to create a list of contact details for children's families
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).
