Easily run reports and access vital information by setting up personalized filters tailored to your needs. Learn how to save and load searches effortlessly, optimizing your workflow and maximizing efficiency. Plus, discover how default filters can refine user access, ensuring relevant data is readily available.
Save a Search
- Select the "People" tab from the top left.
- On the left, click "Show More Filter Options."
- Select all of the criteria you would like to filter by. The results will show up on the right.
- To save the search, click "More Actions" on the right and select "Save this Search."
- Enter a name for the search and click "Save Search."
Load a Saved Search
- Select the "People" tab from the top left.
- On the left, click "Show More Filter Options."
- Using the "Saved Searches" dropdown on the top left, select the saved search you want. The search will run automatically when you select the option.
Note: To delete saved searches simply select the gear icon to the right of the saved searches dropdown.
Default filter
There may be times in which you want only a limited number of people available to a given user by default. This may be because some people are inactive (moved away, deceased, etc) or because that user has a specific subset of people in the church he or she interacts with (e.g. youth pastor interacting with students and their families).
In either case, setting a default filter on the People page can help provide a solution to this. By setting a default filter, only people who match that filter are displayed on the people page.
People outside of this filter will still show up in other places, such as searching for them by name, running an advanced search, viewing them in check-in lists, etc. This simply controls who shows up on the initial list of people on the "People" section.
Note that this is not intended to be a security setting. Users can easily change the default filter or view people not included within the default filter by searching for them. Also, if your default filter includes "Include Archived" people, these people will also appear on exported directories.
To set a default filter:
- Select the "People" tab on the top left.
- Scroll to the bottom of the page and click "Set Default Filter" in the bottom right corner.
- Select your desired filter criteria and click "Apply Filter."
Note: These changes do not apply to the app at this time.