Searching, Sorting & Filtering the 'Current Members' List
Description
The 'Current Members' list can be quickly and easily searched, sorted and filtered for convenient access to the information you require. If at any point you wish to return the list to it's original state, simply click the 'Reset Report' button.
Searching
To search, simply type in the 'Search Report' and click 'Go' to search the entire 'Current Members' list. The entire report is searched, allowing you to not just search by a member's name or 'GL Ref' but also dates, email address of phone number. Once a search is applied, you will see 'Row text contains...' above the report, and this can be either unticked or removed (by clicking the X).
Sorting
Columns in the 'Current Members' list can be quickly sorted by clicking on a column header and then selecting either the 'Sort Ascending' or 'Sort Descending' buttons to instantly sort it accordingly. To remove the sort, either sort by 'Join Date' ascending (the default for this report) or click the 'Reset Report' button.
Filtering
There are two main ways of filtering the 'Current Members' list:
1. Filter bubbles to the right of the screen, allowing you to click either 'All', 'Subscribing', 'Honorary' or 'Honorary (Never Subscribing) to sort the list to show only the relevant members.
2. Clicking a column heading allows you to either select a value contained in that list, or a value to be typed in to the 'Filter...' field. Both will apply a filter which will be shown on screen above the list, and can be either unticked or removed (by clicking the X).
Step by Step Instructions
Searching
Step 1: Click in the 'Search Report' box above the list.
Step 2: Type the text you wish to search.
Step 3: Click the 'Go' button or press 'Enter' on your keyboard.
Step 4: You should see the report is now only showing data matching your search as well as a 'Row text contains...' above the report, and this can be either unticked or removed (by clicking the X) to stop searching.
Sorting
Step 1: Click the column heading you wish to sort (e.g. Join Date).
Step 2: Click either 'Sort Ascending' (Up Arrow) or 'Sort Descending' (Down Arrow).
Step 3: You should now see the report is sorting as selected. This can be undone by either sorting again by 'Join Date' ascending (the default sort on the report) or by clicking the 'Reset Report' button.
Filtering (Filter Bubbles)
Step 1: Click in the relevant filter bubble on the right-hand side of the screen (either 'All', 'Subscribing', 'Honorary' or 'Honorary (Never Subscribing)'.
Step 2: The report will now be filtered to only display members that match the selected filter type (e.g. Subscribing). To undo a filter, simply click the 'All' filter bubble and this will display all current members.
Filtering (Column Heading)
Step 1: Click the column heading for the column you would like to filter on.
Step 2: Type in the 'Filter...' field and press 'Enter' on your keyboard or click one of the values listed at the bottom of the dropdown.
Step 3: You should now see the report is filtered to display only records that match and a green filter icon displaying the current filter is shown above the report. To remove the filter, either untick the filter or remove it by clicking the X.
Additional Information
• You can reset the 'Current Members' list to its default state by clicking the 'Reset Report' at any time.
• Any searches, sorts or filters applied are not saved and therefore will be reset when logging out.