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Getting to know Custom Lists

Getting to know Custom Lists

If you do not have access SQL or are not an expert in creating complex queries, then it is sometimes difficult to know how to join tables in your database to build reports. Popdock removes the need to know how to write SQL queries by adding a feature to create custom lists. Here are the available types for a custom list and some brief information about each one:

Compare lists:

This list will compare similarities or differences of data between lists.  You  can be use it to compare the data from lists within the same connector or you can compare data from lists from two different connectors.

  • This option is best used when comparing data of two lists where the data is of the same type.  For example: comparing an email to an email.
  • Comparing similarities will look at both the fields you have selected from the two lists and return the data from both lists where the two fields are the same.
  • Comparing differences will look at both the fields you have selected from the two lists and return the data from both lists where they are not the same.
  • Please see the following Knowledge Base Article for more information: “How to create a compare list.”

Join lists:

This is a list that joins the data from multiple lists based on the field you choose to join them on.  You can use it like a SQL query that joins two tables.  For example, you have a customer list which contains a customer ID and you have an address list that also contains a customer ID, you can join these lists based on the customer ID field to have a joined list that has customers and their addresses.

  • This option makes it easy to join lists that contain data for the same record, but just kept in different lists.
  • Makes it easy to join lists and not needing to know how to write a SQL query.
  • Please see the following Knowledge Base Article for more information:  “How to create a joined list.”

Merge lists:

This custom list allows you to build on to an existing list more of the same data from another list or connector.  For example, if you wanted to combine your contacts from multiple connectors and as long as you are wanting the exact same data and the same data is available in each of the lists you want to join, then this will merge that data together for you.

  • Allows you to merge alike data from multiple lists, whether in the same connector or multiple connectors, into one merged list.
  • You must be merging the same type of fields and the data from each of the lists being merge has to have the same field types as well.  For example, you have a field labeled “email” in one list, but it is labeled “contact email” in another list, but both are of the same field type so they can be merged.
  • Please see the following Knowledge Base Article for more information: “How to create a merged list.”

Summary list:

This adds the ability to customize an existing list and have it summarize data.

  • Depending on the data you are wanting to summarize, you have the options of:  Average, Count, Distinct Count, Maximum, Minimum, and Sum.
  • Some examples of where you could use the summarize a list are:

     – Number of sales, total sales amount, and average sale price for each item that you sell.

     – Number of tickets assigned and average response times for each of your help desk agents.

     – The first and last dates that you sold to each of your customers

Matrix lists:

A matrix list lets you combine data from different sources and display it in a grid-like format.  A matrix list has two dimensions: rows and columns.

  • You can choose which fields to use as the row and column headers, and which field to use as the value for each cell.
  • A matrix list is useful for comparing data across multiple categories, such as sales by product and region, or inventory by location and status.
  • Please see the following Knowledge Base Article for more information:  “How to Create a Monthly Sales by Customer Matrix Report “

Restriction lists

You can limit the data that is displayed or exported from a data source with a restriction list.  You can create a restriction list by selecting one or more fields and applying filters or conditions to them.

  • For example, you can create a restriction list that only shows invoices with a status of “Paid” and a date range of “Last month”.
  • You can save, edit, or delete your restriction lists as needed.
  • Restriction lists are useful for creating custom reports or dashboards that focus on specific data sets.
Content
Compare lists: Join lists: Merge lists: Summary list: Matrix lists: Restriction lists

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