Who can use People Search?

Role	Access to all filters	Access to role-specific filters
Master Administrator	✔
Full Read	✔
Limited Read	✔
Background Check Administrator		✔
Full Financial		✔
Limited Financial		✔

How to Create a Search Using Filters

1. On the left side of your screen, select People, then select People Search.

2. Select Filters, then select the Choose dropdown to see a list of all available filters.

3. You can manually scroll through the list of filters or you can start typing the name of a filter to narrow your search.

4. Once you select a filter, you can also adjust its parameters.

5. On the right side of your filters, you can choose to duplicate or delete it.

6. To add more filters, click + FILTER and select another filter.

7. Once you have more than one filter you can decide if you want your search to Match All or Match Any. Match All will only return results that match all of the filters. Match Any will only return results that match at least one of the filters.

8. You can also group multiple filters together by creating a Filter Set. This allows you to create searches like: find an individual that attended a specific event AND gave a gift during a date range, but did NOT serve during that date range. To create a new Filter Set select + FILTER SET.

Tip: There’s no limit to how many Filter Sets you can create. Additionally, once you create two or more Filter Sets you can use the Formula Bar to create more advanced searches.

9. You can also refine your search even further by selecting Edit next to Who shows up in the results? This allows you to create searches like: a list of all parent emails who have children who attended a specific event.

10. At least one option must be selected, but feel free to choose more than one. By default, People matched in the search will be selected.

11. When you’re all done, select Apply to see your search results.

How to Use the Formula Bar

Once you create two or more Filter Sets you can use the Formula Bar to create more advanced searches. The Formula Bar allows you to create searches like: create a list of everyone that has attended AND given a gift in the past year, but has NOT served in the past year. Use the Formula Bar to intersect two or more Filter Sets so you can find exactly what you need.

1. First, ensure you have created one or more Filter Sets. If you need a refresher, see Step 8 under How to Create a Search Using Filters.

2. By default, the Formula Bar will auto-fill an And between each Filter Set.

3. If you need a couple tips when using the Formula Bar, select Set Formula Tips for more information.

4. You can add parentheses () or a Not to one or more of your Filter Sets by placing your cursor in the Formula Bar and selecting an option.

Note: Using parentheses () will change your formula’s order of operations—use this to define the order in which your formula is executed. Using a Not will remove a Filter Set’s parameters from your search results.

5. Once you’ve completed your formula, you are ready to Run Search.

How to Add and Edit Columns

Before you export your search results, you can add additional columns or edit your existing ones to help keep your search results neat and organized.

1. On the left side of your screen, select People, then select People Search.

2. To see a list of all available columns, select Columns.

3. A few Columns are displayed by default, but you can remove any column you don’t need by selecting the Trash icon.

4. If you want to add additional columns, select Choose Columns.

5. Select as many columns as you need and then click Apply.

6. If you want to adjust the order of your columns, simply drag and drop.

7. When you’re finished, close the Columns section to see a preview.

How to Save a Search

1. Once you’re done editing your search, you can save it for quick access later. First, select People on the left side of your screen, then select People Search.
2. To save your search, select Save Search.
3. Enter a name for your search, then click Save.