When creating reports or performing quick tasks, you will create your groups via filters. Families and Individuals can be filtered via a variety of options. You can create your filter with any combination of options.
Overview Video with Details Below on each option. All Quick Tasks are outlined in this article.
This list will be unique to your organization based on the tags you’ve 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 will return families with all tags selected. Filtering for more than one tag will reduce your results. Select the tags you desire from the drop-down.
Gender: You can filter for only males or only females. If you leave this section blank the system will not consider gender in the results.
Member Type: You can ask for only Families (Households) or Individuals (members). If you select “Families” here, do not select any other attributes as they are all individual attributes.
Language: Selecting multiple languages will return families or individuals with any of these languages listed on their account.
Type: This will filter individuals with a specific member type. It will return individuals with any of these types.
Ethnicity: Selecting multiple ethnicities will return families or individuals with any of these ethnicities listed on their account.
The status will return families or individuals who are labeled as active, inactive, or deceased.
Before Registration Date
With this filter, you can select families or individuals who registered before a particular date. Simply type in a date in this format: MM/DD/YYYY (2 digit month, 2 digit date, 4 digit year).
To see 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 you have your filters selected, click “Apply Filters.” You can then perform quick tasks (each has its own article) or toggle to “View Results” to navigate to an individual or family from the list.