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Search and save member searches

This guide shows you how to search your member list with multiple filters and save a search so you can run it again quickly.

Who can do this: Any admin can run searches. Saved searches are personal to your admin account.

Steps

Section titled “Steps”
Section titled “Run an advanced search”
  1. In the left sidebar, select Members.
  2. Select Advanced search to expand the filter panel.
  3. Add one or more criteria. Available filters include:
    • Status (for example, Active, Lapsed, Grace)
    • Level (membership level name)
    • Tags
    • Custom fields (such as number ranges, date ranges, or specific text or choice values)
    • Date joined (before / after / between)
    • Last activity date
  4. Each filter you add narrows the results. The list updates as you change filters.
  5. To remove a filter, select the × on its chip or clear its value in the filter panel.
  6. To clear all filters at once, select Clear all in the filter bar.
Section titled “Save a search”
  1. Run the search you want to save (see above).
  2. Select Save search.
  3. Enter a name for the search, such as “Lapsed members – last 6 months.”
  4. Select Save. The search appears in your Saved searches list.
Section titled “Open a saved search”
  1. Select Saved searches in the member list header to open your saved-search list.
  2. Select a search name. The filters from that search apply immediately and the list updates.
Section titled “Delete a saved search”
  1. Open Saved searches.
  2. Find the search you want to remove and select the × next to its name.

Verify

Section titled “Verify”

You’ll know the search worked when the member list shows only the members that match your criteria and the result count updates. A saved search appears in your Saved searches list after you save it.

If something goes wrong

Section titled “If something goes wrong”
  • No results — your combination of filters may be too narrow. Try removing one filter at a time to broaden the results, or select Clear all to start over.
  • “Could not save search” — a temporary error occurred. Try saving again.
  • A saved search returns different results than expected — saved searches use the filters as you set them; the actual records that match can change as your database changes. The search is re-run against current data each time you open it.
  • Custom field filters aren’t appearing — your org may not have custom fields set up yet. See Define and manage custom member fields.
Section titled “Related”