Summary
Within your Members Table, you can filter your memberships by a Custom Field. This filter can be combined with other filters, including:
• Status of Membership
• Membership Type
• Expiration Date
• Joined Date
How to Apply a Filter based on a Custom Field
Follow these steps to filter your Members Table using a Custom Field:
Navigate to your Members Table.
Click the filter labeled “Showing All Custom Fields.”
Choose which Custom Field you want to filter by. At this time, filtering is supported for Custom Fields that are set as dropdowns or radio buttons.
Select the answer value you want to use in your filter.
That’s it - your filtered results will appear immediately!
Screenshot Description: Showing where to select the Custom Field filter
Custom Fields That Can Be Used for Filtering
You can filter your Members Table using Custom Fields that have structured, selectable answers. Supported field types include:
• Dropdowns
• Radio buttons
• Waivers
Custom Fields that accept open or unstructured responses (such as textboxes or paragraph textboxes) or multiple selections (checkboxes) cannot currently be used for filtering.
Frequently Asked Questions
Can I 'save' a commonly used filter for easy future use?
Not yet! Currently, these filters are dynamic and can only be built "on the fly".
Can I currently 'filter' off multiple Custom Fields?
No, in this first version - you're only able to filter off of a single Custom Field.
Can I use a 'filter' on Custom Fields for Reports or Quick & Easy Emails?
Not yet! However, we do hope to be able to build this in the future!