---
title: "Create a list view"
slug: "clone-manage-list-views"
updated: 2026-11-03T16:09:23Z
published: 2026-11-03T16:09:23Z
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 Foundation
> 
> **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.

## Create a list view

Create a list view to define which fields appear in the drilldown table. Once saved, the view is available to assign to any metric that uses the same object.

**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 **View name** and, optionally, a **Description**.
5. From the **View entity** dropdown, select the object this view is for, such as **Accounts** or **Deals**.
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 metrics that use the same object. The List views page shows each view's name, description, object, last modifier, and which metrics, dashboard widgets, and deal boards use it.

## 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 a metric, scroll to the **Drilldown view** field and select your list view from the dropdown. The dropdown shows the views for the metric's base object. Hover over a view name to preview its columns before selecting. See [Create a basic metric](/v1/docs/create-a-basic-metric) 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 core platform for gaining advanced visibility into your revenue operations. Also the prerequisite license needed for Gong’s add-on packages. 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.