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| 1. | Go to Tools > Filter Center. |
| 2. | Select the tab called ‘Create Filter’. |
| 4. | You will see in bold a number of standard sections you can filter by: Season, Location, Category, Program (this may be soft-coded to display as Event/Session/Class etc.), Financial Option, Financial Status, Registration Characteristics, Transactions, and Account Filters. |
| 5. | Select any characteristic you’d like to filter by from these standard sections. As a note, if you select two characteristics in the same section, there is an OR relationship (i.e. if you select season 2004 and 2005, the filter will pull up people who were registered in 2004 or 2005.) If you select characteristics in different sections, there is an AND relationship (i.e. if you selected seasons 2004 and 2005 and then a location of the Amazon, your filter will pull up people who registered in 2004 or 2005 for a session in the Amazon.) |
| 6. | If you’d like, you can expand the Advanced Filters section at the bottom by clicking on the + to the left hand side of the header. |
| 7. | Here you can filter by database fields. First select from the drop down next to ‘Available Fields to Filter in’. You can select from the following: Audit Fields, Accounts, Participant, Program, Registration, Transactions, Financial Options, or Processes. If applicable, Session Questions and Groups will also be available. |
| 8. | After you have selected what database category to filter by, select the actual field you’d like to filter by and then move it to the right box by clicking the right arrow. |
| 9. | A pop-up window will appear. Here you can specify what you’d like the answer to equal, not equal, be like, be not like, be greater than, be not greater than, be less than, or be not less than and then to the right, specify your criteria. |
Tip: As a general rule, use Like and Not Like instead of Equal or Not Equal for better filtering results. This is especially true, when you are working with multiple answer questions. For example, if you want to run a filter for all people who have answered "Yes" to the question "Returning Camper" you would select Like in the first drop down menu, then select "Yes" in the second drop down menu.
| 10. | If you’d like to only 'Search For' this database field, make sure the radio button below is clicked to only. If you’d like to 'Search For' something else as well, click the ‘And’ or ‘Or’ button (‘And’ if you want both criteria to be met, ‘Or’ if you want either or). |
| 11. | If you are searching for additional criteria, specify your criteria in the lower two boxes and then hit ‘Save’. |
| 12. | When you are finished specifying your criteria, go to the top of the create filter page and hit 'Save'. Your filter will automatically apply if the ‘Apply Filter’ box is checked (it is checked by default, you must uncheck it if you don’t want the filter to apply). This checkbox is located at the top-right side of the Filter Center. |
| 13. | To use your created filter in the future, please go to the Filter Bar located on the left hand side of the homepage screen. From the first drop down menu, choose 'Saved Filters' and then choose the filter you need. Hit the 'Load Selected Filter' button to apply the filter. |
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Relevant Links
How to load a filter
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