Filters in Quick Tasks
When creating reports or performing quick tasks, create groups using filters. Families and Individuals can be filtered via a variety of options. Create filters with any combination of options.
Overview Video with Details Below on each option. All Quick Tasks are outlined in this article.
This list is unique to your organization based on the tags that are applied to families and individuals. Tags are not “family only” or “individual only,” rather they can be applied to a family and an individual as necessary. Remember when selecting tags the system returns families with all tags selected. Filtering for more than one tag reduces results. Select the desired tags from the drop-down.
Gender: Filter for only males or only females. If this section is left blank, the system does not consider gender in the results.
Member Type: Ask for only Families (Households) or Individuals (members). If “Families” are selected here, do not select any other attributes as they are all individual attributes.
Language: Selecting multiple languages returns families or individuals with any of these languages listed on their account.
Type: This filters individuals with a specific member type. It returns individuals with any of these types.
Ethnicity: Selecting multiple ethnicities returns families or individuals with any of these ethnicities listed on their account.
The status returns families or individuals who are labeled as active, inactive, or deceased.
Before Registration Date
With this filter, select families or individuals who registered before a particular date. Enter a date in this format: MM/DD/YYYY (2 digit month, 2 digit date, 4 digit year).
To view additional filter options, click on the funnel in the upper right-hand corner of the screen.
Check the “Contributor Status.”
Then select “Active” or “Inactive.”
Once filters have been selected, click “Apply Filters.” Begin to perform quick tasks (each has its own article) or toggle to “View Results” to navigate to an individual or family from the list.