Search and Filter Members
The Members list has a set of filters that let you narrow down exactly who you’re looking for. You can combine multiple filters at once.
Finding a member
Section titled “Finding a member”Go to Members in the main navigation. The filter bar is at the top of the list.
Search by name: Type in the First Name or Last Name fields. The search matches from the beginning of the name. For example, searching “che” finds “Chen” but not “Atcheson”.
Search by member number: Enter the number in the Number field. Useful if you know the number but are unsure of the spelling of their name.
Search by age: Enter a number in the Age field to find members of a specific age.
Choose a member list
Section titled “Choose a member list”Use the tabs above the list to choose which profiles to view:
| Tab | Shows |
|---|---|
| Active Members | Member profiles with an active membership. |
| All Members | Member profiles, whether their memberships are active or inactive. |
| Leads | Profiles currently typed as Leads. If a profile’s type changes, it appears under its new type instead. |
| Contacts | People linked as contacts to other members. |
Choose All Members when looking for a past student. Use Leads or Contacts to find prospective students or family contacts.
Additional filters (full access)
Section titled “Additional filters (full access)”Staff with the View Members (Full) permission can also filter by:
- Phone: search by the start of a phone number. For example, entering “416” finds profiles whose number starts with 416.
- Quit since: shows members who had an active membership but became inactive on or after the date you enter. This helps identify members who have recently quit.
- Created since: shows members whose first active membership began on or after the date you enter.
On the Leads tab, you can also narrow the list by program interest.
Sorting the list
Section titled “Sorting the list”Click a column header to sort by that column. Click again to reverse the sort direction.
You can sort by:
- First Name
- Last Name
- Last Attendance: when the member last attended a confirmed class
Exporting the list
Section titled “Exporting the list”To export the current filtered list as a CSV file, click the Download icon at the top of the table. The export includes the same data shown in the table, with the same filters applied.
Why a member might not appear
Section titled “Why a member might not appear”If you’re searching for someone and can’t find them:
- They are in a different list. Check the All Members, Leads, and Contacts tabs.
- The name is spelled differently. Try searching just the first letter or two of their first or last name to cast a wider net.
- They were added under a different name. Try searching by phone number instead. Note that this filter requires the View Members (Full) permission.
- Their profile was deleted. Deleted profiles do not appear in the Members list.