Skip to main content

Use filters in your contact database

Narrow the contact list by role, group, products and more, then export the result.

The contact database holds every user in your organization. Filters narrow it down — every player without a connected parent, every member without a registration, every user born before 2010 — and you can export the result for follow-up.

Filter your contacts

  1. Go to Management > Contacts.

  2. Select Filters.

  3. Open a filter and set what you are looking for. Combine as many filters as you need.

  4. Select Apply.

For example, to find players without a connected parent:

  • Role type: Player

  • Parent connection: Doesn't have connected parent

Clear all removes every filter at once.

You cannot combine opposite filters on the same thing — "has" and "doesn't have", or "is in group" and "is not in group". Pick one direction per filter.

Filter by role

Role type finds people by the kind of membership they have: Admin, Staff, Player or Parent. Tick one or more. To look only in some groups, select In any group, pick the groups and select Done.

Role finds people by the role they hold, such as a Coach or Treasurer role you have created. It lists your organization's roles. It is only there if your organization uses roles and capabilities: every new organization does, and older ones are moved over one at a time. See Roles and capabilities.

What you can filter on

  • Groups — who is or is not in a group, or in no group at all.

  • Products, Registrations, Status, Product valid and Product assigned — what people have bought or signed up for. These only show if your organization takes payments.

  • User born, Sex, Account, Parent connection and Child connection — details about the person.

  • Missing information and Archived — incomplete or archived contacts.

  • Phone number, City, Postal code and other contact details.

  • Your own user fields — each one is its own filter, named after the field. See Customize your user database.

Export the results

With your filters applied, select Export, choose what to include under Select fields, and continue. The file downloads as a CSV and covers exactly the contacts your filters show, so set the filters first.

Export only shows if you are allowed to export members. With roles, that is the Export members capability. If you do not see it, ask an admin in your top-level group.

Did this answer your question?