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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. In this version the panel has one filter, an Active button that shows only active members; select it again to turn it off. The Record type menu (All records, People, Organizations) sits beside it. The other filters below aren’t available yet:
    • Status (for example, Active, Lapsed, Grace)
    • Level (membership level name). On a family or household level, the results include every linked household member as well as the primary, because each holds their own membership at that level. Someone removed from a household still has their ended membership at the level.
    • Tags
    • Custom fields (such as number ranges, date ranges, or specific text or choice values)
    • Date joined (before / after / between)
    • Last activity date
  3. To clear the active filters at once, select Clear all in the filter bar (it appears while a filter is on).
Section titled “Save a search”
  1. Run the search you want to save (see above).
  2. Select Save search.
  3. In Name, enter a name for the search.
  4. Select Save. The dialog closes. Only the Active status filter is saved with the search; reload the page to see it under Saved searches. (Save search is shown only to admins whose role can save searches.)
Section titled “Open a saved search”
  1. Select Saved searches in the member list header to open your saved-search list.
  2. The panel lists your saved searches by name (or “No saved searches yet.”). Opening a saved search from this list isn’t available yet; to run one again, set its filters yourself.
Section titled “Delete a saved search”

Deleting a saved search isn’t available yet: the Saved searches list has no delete control.

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 once you reload the page after saving 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 — filtering by custom field isn’t available yet; the Advanced search panel offers only Active.
Section titled “Related”