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Custom Searches

Filter by any criteria, from allergies to payment status.

Fast Results

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Full Insight

See exactly what’s happening across your project.

Custom views, your way.

Zero in on the data you need, when you need it.

Precise Control

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Shared Filters

Save and share filters for team-wide accuracy.

Easy Exports

Create clear Excel reports in one click.

Expert Support

Our account managers help you make the most of filtering.

Guided Setup

Learn powerful filtering strategies.

Save Time

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Clear Reports

Share concise data with decision-makers.

Smarter Data Management

Turn large data sets into organized, actionable lists.

Instant Clarity

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Consistent Accuracy

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Stress-Free Oversight

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Easy and savable filtering; reports easy to create and generate; notes and statuses really helpful; quick-view nice; conditional logic worked great; customer service was great!
Emily Schnitzer
Youth Director, Camp Kee Tov