---
title: "Create a list view"
slug: "clone-manage-list-views"
updated: 2026-09-29T14:02:55Z
published: 2026-09-29T14:02:55Z
canonical: "help.gong.io/clone-manage-list-views"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.gong.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a list view

> **Who can use this**: Business admin
> 
> **Available on**: Gong Forecast
> 
> **Ideal for**: RevOps
> 
> **Required permissions:** Manage metrics or Manage dashboards

List views are reusable custom tables that control which fields appear when team members drill into metric data from a dashboard widget or a Forecast board column. You create list views centrally in Data Studio and assign them to metrics as the default drilldown view. Individual widgets can then use the metric default or override it with a different view.

> [!NOTE]
> Note:
> 
> List views apply to account-based metrics (base object: Accounts). Deal-based metrics use deal boards for drilldowns. For metric configuration, see [Create a basic metric](https://portal.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/document/v1/view/375f0165-1364-4925-b998-ad8084e36312).

## Create a list view

Create a list view to define which account fields appear in the drilldown table. Once saved, the view is available to assign to any account-based metric.

**To create a list view:**

1. From the left sidebar, click **Admin center**.
2. In the **Settings** tab, click **List views** on the **Data Studio** card.
3. Click **+ New view**.
4. Enter a **Name** and, optionally, a **Description**.
5. From the **View entity** dropdown, select the record type for this view.
6. Click **Next** to open the column configuration.
7. Add the columns you want to show in the drilldown table:
  - Select fields from the available CRM fields. Fields from related objects appear at the bottom of the field list.
  - Drag columns to reorder them. The order set here is the default column order viewers see.
8. Choose a default sort field and direction for how records are ordered in the drilldown.
9. Click **Save**.

The view appears in your list views library and is available to assign to account-based metrics. The List views page shows the name, description, last modifier, and how many metrics and widgets currently use each view.

## Frequently asked questions

****What is the Generic account view?****

The Generic account view is a preset list view Gong provides. It contains commonly used account fields and is automatically assigned to account-based metrics that don't have a custom view selected. You can edit it to match your company's CRM field definitions, but you cannot delete it.

****How do I assign a list view to a metric?****

When creating or editing an account-based metric (base object: Accounts), scroll to the **Drilldown view** field and select your list view from the dropdown. Hover over a view name to preview its columns before selecting. See [Create a basic metric](https://portal.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/document/v1/view/375f0165-1364-4925-b998-ad8084e36312) for full metric configuration steps.

****Can I use a different list view for a specific widget without changing the metric default?****

Yes. When editing a widget, you can override the metric's default drilldown view and select a different list view for that widget only.

****A field I need isn't showing in the column picker. What should I do?****

The available fields depend on your CRM integration. If a field isn't available, a tech admin may need to import it through the CRM integration settings. New fields can take a few hours to sync after import.

A team member who manages the business entities in Gong, such as deal and forecast boards. [Find my Business admin](/v1/docs/find-your-technical-or-business-admin).

Gong’s full Forecast package for next-level forecasting and revenue optimization. Access to features depends on your [company’s plan and your assigned seat](/v1/docs/plans-and-seats).

A team member who manages and optimizes revenue-related workflows by managing business entities such as metrics, targets, and dashboards.