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You can use Filters to limit the records printed on a report to those with specified values for selected fields. The filter determines which member records print on the selected report. After you create a filter, you can save it or print the filter's results. You can also edit the filter if necessary.

You can access the Filter option in the Find Person window or by selecting Filter on an ACS Reports Setup tab.

 To create a filter in the Find Person window
  1. Under Manage Records, click the People tab.
  2. In the drop-down list, select View/Edit Individual and click Go .
  3. In the Find Person window, click Filter.
  4. In the Filter Description field, enter a description.
  5. Optional: In the Filter Date calendar, select the desired date for the filter. This option affects age related filters. For example, if it's July and you want to know everyone who will be 18 or older as of September 1, set the filter date as 9/1. Then, when you select Date of Birth - Age as 18, your filter only returns individuals who will be 18 or older as of September 1.
  6. In the Available Fields list, select the field you want to filter by. If you see a box with a plus sign, that means there are more options not displayed. Click the plus sign to see all the options. Select the filter field of your choice. Search criteria and results are limited to records and areas to which the user has been granted access to in Add/Edit Users.
  7. Click Add.
  8. Select the appropriate filter options and Filter Type for your selection. Options vary depending on the filter field you selected.
  9. Click OK.
  10. Repeat steps 6 through 9 if additional filter fields are required.
  11. When you are ready to apply the filter to your People records, click Apply.
 To edit a filter selection
  1. Under Manage Records, click the People tab.
  2. In the drop-down list, select View/Edit Individual and click Go .
  3. In the Find Person window, click Filter.
  4. In the Edit Filters window, select the filter field you want to edit from the Filters list.
  5. Click Edit.
  6. Make the appropriate changes to the filter field options and click OK.
Additional Field Information


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

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

Range
Select to have the search return records with a range of values for the selected field. When you select Range, the Start Filter and End Filter fields display. Enter the starting filter value and ending filter value for the range you want returned for the field. For example, if you want to search for records with a ZIP Code in the range of 29501 through 29510, enter a Start Filter of 29501 and an End Filter of 29510.

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 people who live on Main Street, you can select Address Line 1 from the Address Fields and type Main Street in the Filter field. The filter returns all records with a Main Street address.

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