From the Membership > Account screen, Creating filters allows you to quickly sort and search accounts using specific parameters that you define. Once created, filters can be saved for easy re-use whenever needed.
Step 1: Navigate to the Memberships Account Screen
Go to Memberships > Account.
From there, click on Manage Filters.
Step 2: Customize Your Filter
You will now see the filter selection screen.
Customize your desired search parameters to refine the results as needed. Example: You may filter by membership status, account types, or any other available parameter:
Options:
Filter by Account Type: includes your account types, plus Closed. Ability to Select All or Deselect All.
Filter by Account Tag: includes your account tags. Ability to Select All or Deselect All.
Filter by Payment Status: Paid, Unpaid, and Pending
Choose Standard Fields to Display in Results: includes Acct #, Acct Type, Tags, Date Registered, Legacy Acct #, User Name, First Name, Last Name, Email, Site Access, Directory, Guest Credits, Billing Member Email, Street Address, Street Address 2, City, State, Zip, Cell Phone, Work Phone, Home Phone, Payment Status, Checkin Note, # Members, Authnet Account, Member Names
Choose Custom Fields to Display in Results: includes your custom fields, plus Account Balance and Account Balance Description
Step 3: Create a New Filter
Once you are satisfied with your selection, click on Create New Filter in the top right corner.
Step 4: Name and Save Your Filter
Enter a name for your new filter in the text field.
Click Save to store your filter.
Step 5: Refresh and Activate Your Filter
After clicking save, the screen will reload.
Refresh the page to ensure the new filter is available.
Select your new filter from the Saved Filters drop-down to activate it.
Example: The newly saved filter will now be applied, showing results based on your customized parameters.
That's it!