❖Heads up! This article is only intended for Site Managers.
By the end of this article, you will be able to:
Identify where filters are located throughout the site
Use table, user, and report filters to refine and organize data
Apply inline filtering to quickly build targeted user lists for communication
Where You Find Filters on the Site
Filters are found throughout the site to help you:
Create lists
Refine your search results
Stay organized
These include table, user, and report filters.
How to Use Filters
Table Filters
To use a table filter, click Table Filter and select or deselect the columns you wish to see in the table.
You can also filter within table columns. This can be done by either searching in the field or selecting from a dropdown menu:
User Filters
User Filters are found in a few different areas of the site, but the two main areas you'll encounter user filters are Email Blasts and the Users area. For more information about the User Filter, please see our articles:
In Line Filtering
Site Managers can paste a list of email addresses directly into the filter to instantly build a targeted user segment for emailing.
Go to Communication > Email Blast.
Click User Filter.
Select User Data > Email Address > [is in list] > Copy and paste the list of email addresses from an external spreadsheet.
Click Submit.
Please note: Emails must be either new line (one email per line in the text box) or separated by commas.
Filtering Dropdown Menus with 10 or More Items
You can filter a dropdown menu with 10+ items by typing into the text field for that dropdown. For example, you could filter for only Gold benchmarks when creating one.
Report Filters
Filter options for reports vary by report. They typically include a date filter and can also include other parameters for filtering, such as Agency or Program name.
