Searching, Sorting & Filtering the 'Past Members' List
Video for 'Current Members' list but process the same
Description
The 'Past 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 'Past 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 'Past 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
The 'Past Members' list can be filtered by clicking on a column heading and selecting either a value contained in the dropdown list, or by typing in the 'Filter...' field. Either way, you will see a green filter icon detailing the filter that is applying above the list, which 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 (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 'Past 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.