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Save a Filter

 

Filters are a way to quickly narrow down the users that you’re viewing based on a common data point.

 

Need to find everyone who hasn’t paid in full for your program? Filters makes these tasks 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 by searching for the filter point or points you need and then running the search.

 

To begin, make sure you are in the User Management interface by selecting the “Users” tab located to the right of the Regpack logo.

 

Regpack Top Bar

 

Before saving a filter, you must create a filter. Learn how to create a filter by following the instructions found here.

 

After the filter is applied to your users you will have the ability to save the filter. The first step in this process is clicking Save Filter located to the right of the filter display.

 

save filter

 

This will open a module that will allow you to name the category as well as the individual name of the filter.

 

Save Filter

 

You can choose whether the filter should be saved as a filter “everyone can use” or “only for me”. If the filter isn’t relevant or helpful for other admins in your project, it might be a good idea to save it as “only for me” so you don’t clutter up everyone’s saved filter list.

 

After completing the name for both category and the individual filter then select whether this will be an organization wide or personal filter then click the green “Update” button on the bottom right.

 

save filter

 

To access any saved filters, click the Filter button and you’ll see any saved filters on the left under My Filters. A scroll bar will appear if you have more filters than the screen can hold so you can browse from all your filters easily.

 

Save Filter