Quick Filters

There is a list of standard filters ("Quick membership" and "Quick Attendance") created in the Filter menu on top. These are the most requested filters setup for your convenience. In addition, there are also options to create an Advanced, Category, Contract, Standard and Usage Filters.

First Lesson: Always remember how to get out of a filter: Click NONE then ALL in the bottom right of your member screen. This will reset the list tab to your full member list.

NOTE: To Print the Member List once you have it filtered/sorted. Click LIST (top of screen), Print Member list, or Print Custom Report, or Print Contract Report. Other features are Email, Print Postcards, and Print Labels.

To select an option, click on the Filter menu in the Member section. Here you have the following options:

Advanced

Select this option to bring up the member list and create a customized filter based on any member field using standard field query options. Once defined, the filter will run and your result set will be displayed.

Click for a demonstration

Category

Select this option to bring up the member category and subcategory options to filter on. Once defined, the filter will run and your result set will be displayed.

Click for a demonstration

Contract

Select this option to bring up the contract types to select from. Once defined, the filter will run and your result set will be displayed.

Click for a demonstration

Standard

Select this option to bring up the standard pre defined filters to filter on. Once defined, the filter will run and your result set will be displayed.

Click for a demonstration

Usage

Select this option to bring up the usage options to filter on. Once defined, the filter will run and your result set will be displayed.

Click for a demonstration

Quick Membership

Select this option to bring up the most popular membership filters that are pre defined to filter on. Once selected, the filter will run and your result set will be displayed.

Click for a demonstration

Quick Attendance

Select this option to bring up the most popular attendance filters that are pre defined to filter on. Once selected, the filter will run and your result set will be displayed.

Click for a demonstration