Filters are a way to quickly narrow down the users that you’re viewing based on a common data point. If, for example, you need to find everyone who hasn’t paid in full for your program, running a filter can make that task easy.
There are two modes to our filtering system, Simple Mode, and Filter Options. Simple Mode allows you to quickly access saved and frequently used filters. Filter Options gives you the ability to create new filters.
Below we’ll walk you through how to run a saved filter and how to create a new filter.
To begin, make sure you are in the User Management interface by selecting the “Users” tab located to the right of the Regpack logo.
When you click the Filter button, you’re in Simple Mode. You’ll see any saved filters on the left under My Filters. On the right, you’ll see the 5 most recent filters that you’ve used. For instructions on how to save filters please go here.
Under “My Filters”, simply click any of the saved filters you have here that you would like to run.
You can also select a recently used filter, which will appear under “Recent Filters”, above.
You can easily save a recent filter by selecting the filter. Once it runs, click “Save Filter” on the right of your screen, above your list of users, as seen below.
You can see the full help article on creating a new filter here.
In order to run a new filter, simple click “Filter Options” on the right side of the pop-up. Then just set the conditions of your filter and the green button “Apply filter”.
You have the option to filter on any data point in your system. To make it easy, use the search bar to find the fields and/or forms you’d like to include in your filter and add them to your filter conditions by clicking the green + next to the condition for your filter.