Support Center

Save a filter

Last Updated: Nov 15, 2013 05:09PM PST
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 Advanced Mode. Simple Mode allows you to quickly access saved and frequently used filters. Advanced Mode gives you the ability to create new filters.

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

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.

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

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 Update

To access any saved filters, click the Filter button and you'll see any saved filters on the left under My Filters.

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