Ideas to Impact Conference: May 28-31, 2019

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You can use filters to limit the records that display in the Find Organizations window.

After creating a filter, you can use the Edit Filter Results window to add or remove organizations from filter results, which is helpful for reporting purposes. You can also print the filter results or save and load the filter for future use. 

 To create a filter
  1. Under Manage Records, click the Organizations tab.
  2. In the drop-down list, select View/Edit Organizations and click Go .
  3. In the Find Organization window, click Filter.
  4. Optional: Enter a description for the filter in the Filter Description field.
  5. Optional: In the Filter Date field, select the desired date for the filter. This option affects date related filters. For example, if it's July and you want to know all organizations that will be 20 years old or older as of September 1, set the filter date to 9/1. Then, when you select Date of Inception - Age to 20, your filter returns the appropriate organizations.
  6. Under Available Fields, select the field you want to filter for, then click Add.
  7. Select the appropriate filter options for your selection and click OK.
  8. Repeat the previous steps to include additional filter fields.
  9. Click Apply. The filter results display in the Find Org window.
 To edit filter results
  1. After the filter is applied, under Show Results For in the Find Organization window, click Edit.
  2. To add an organization record to your results, select a record from the left pane and click Add . To remove an organization record from your results, select a record from the right pane and click Remove .
  3. Repeat this step to add the organization records you want to your results. To add all the records to your results, click Add All . To remove all the records from your results, click Remove All .
  4. Click Close.

 To view and print filter results
  1. In the Edit Filters window, click View Results.
  2. Click Print.
  3. To print the filter results, click Print .
  4. Click Close.
  5. Optional: To apply the filter to your Organizations records, click Apply Filter.

Additional Field Information


Equal To
Select to have the value of the selected field in the returned records to equal the value you enter.

Not Equal To
Select to have the value of the selected field in the returned records to not equal the value you enter.

Range
Select to have the search return records with a range of values for the selected field. When you select Range, Start Filter and End Filter fields display. Enter the starting filter value and ending filter value for the range you want to filter for. For example, if you want to filter for records with Year Established in the range of 1990 through 1999, enter a Start Filter value of 1990 and an End Filter value of 1999.

Blank
Select to filter records for which the selected field is blank.

Not Blank
Select to filter for records with any value entered for the selected field.

Contains
Select to filter for records with values for the selected field that contain the text you enter in the Filter field. For example, if you want to filter for organizations that have the word Baptist in their name, select Contains as the Filter Type and enter Baptist in the Filter field.

Include in Results View
Select if you want the selected filter field to display in the View/Print Filter Results window.