Applying filters is the best way of using your data productively. In SuperCRM there's the ability to filter on both the People tab and the Organisations tab. Both share the same characteristics, however the organisations tab has different filter options.
Included in this article:
- Video Tutorial
- Creating a new filter
- Modifying a Filter
- Changing your Default Filter
- Sharing Filters
- Filtering by Organisations and Forms (Information for NSOs and RSOs)
- Helpful features & tips
Each SuperCRM user has their own set of filters and you can create multiple filters. Applying a filter changes the list of people, or types of organisations displayed in your view.
When SuperCRM is first enabled for users in your organisation, a default filter is created, and will display people that belong to the most recent season that you have forms for. The Organisations tab will by default, load all organisations as a whole. However, if you do not have a season listed on any of your forms, the default filter will instead load people belonging to the first registration database of your organisation.
You can change the default filter by following the instructions listed below: Changing your Default Filter.
There is no limit to the number of filters that you can have saved. We recommend that you rename each filter as they are created and save to something easily identifiable at a later stage.
Video tutorial
Creating a new filter
People
To create a filter, click the Filters icon on the top left.
Select Create New Filter.
A list of all available options will appear that you can filter on. Many of the options (e.g., gender, ethnicity, grade etc.) relate to system fields that have been used on a form. Most commonly, you will be filtering on a particular season and then on an organisation or Team Entry form within that season.
Note: clubs that create their own grades can create a filter with these grades.
Once you have selected the options to filter on you can save your filter. Tick Save Filter. This will auto populate the name of the filter with the options you have selected. You can overwrite this to edit the name of the filter then click Save.
Click Apply.
Please go to Filter on Organisations and Forms for further information on this specific topic.
Organisations
To create a filter, click the Filters icon on the top left.
Select Create New Filter.
You will then be presented with three fields that you can filter the organisations within your CRM on.
- Organisation Type: Club, Education Provider, Market, Rso, Crm, and Region
- Tags: Any tags that have been set up and applied on organisations
- Organisation: All organisations that are in your CRM for you to select one or multiple.
If you want to save this filter for future use, tick Save Filter before clicking Apply to view your selected filter settings. This filter will then appear under the Apply Saved Filter drop down when you first click into the filter in the Organisations tab
Modifying a Filter 
You can modify a filter once it has been saved by selecting the pencil icon next to the filter you wish to modify. This pencil icon will open the filter enabling you to edit the options selected.
Selecting the pencil icon for the filter you wish to modify.
Be mindful that when you go to save the filter after you have modified the fields to filter on that you will be overwriting the previous settings.
If you do not want to overwrite the settings but want to view this modification, untick the Save Filter option then you will be able to Apply this search. If you do want to overwrite the settings, then tick Save Filter and Save.
Changing your Default Filter 
When you first open SuperCRM, the view you see is determined by your default filter. As your database grows, we recommend setting your default filter to display the records you most commonly need to access.
For organisations with large databases, it's especially helpful to set a default filter that provides a more concise initial view when entering SuperCRM.
For example, all of your 2023 Netball Players.
To change your default filter, please see the steps below.
Click the Filters icon on the top left.
Your saved filters will appear, with your current default filter identified with a green star.
Click the star next to one of your other saved filters to set this as your new default filter, then click Apply. This new filter will be your new set view when you come into SuperCRM.
Sharing Filters 
Sharing Filters allows you to share a saved filter with others in your organisation. If multiple admins regularly run the same search in SuperCRM, one person can create and share the filter so others can easily access and use it.
Each user can then save the shared filter to their own Saved Filters and modify or use it as needed.
This is especially helpful for organisations with large databases that frequently need to view a specific or smaller group of records.
To share a filter, please follow the below steps.
Select Filters.
Then, select Use Saved Filter to view your own filters that you have saved.
Beside the filter that you want to share, click the grey arrow - that when selected will turn green - then click Apply. The filter(s) are now visible to any SuperCRM admin in your organisation.
Finding a Shared Filter
Click on the drop down arrow next to Find Shared Filter to see all shared filters.
Select the filter to view, then click Apply.
Filtering by Organisations and Forms (information for NSOs & RSOs)
If you are a National Sports Organisation (NSO) or Regional Sports Organisation (RSO), when you filter in SuperCRM you are also able to filter to review specific organisation person data grouped by their regional body as well as by their form or forms.
By selecting the RSO from the Organisation dropdown list, you can select which (or all) clubs associated that you want to filter on.
There is also the option to filter on Organisation Forms. This feature of filtering by Organisations and Forms allows you to select a particular club or clubs and then further allows you to select a specific form.
As the example below shows, you may want to see all the Netball Scorers in 2023 for Diamond Sports Club. If you are a Netball Centre for example, you will have multiple Netball Clubs underneath you.
Organisation: Diamond Sports Club > Folder: Netball > Organisation Form: Netball Scorers 2023
Once you have selected the Season(s) for your filter, you will unlock the Organisation field, as well as Form Selection which consists of the Folder and Organisation Form fields.
Organisation:
If you are part of a managing organisation and you want to only see individuals associated with specific clubs (e.g. clubs in a specific region), the 'Organisation' filter will allow you to specify which clubs you want included. This can include organisations sharing their forms directly with your organisation. Should you wish to include all organisations in your filter (including your own), simply leave this option blank.
Folder:
Sometimes there can be a large number of forms relating to a given season. To help you find forms in a specific area, the "Folder" filter can limit your options to forms within specific folders. If you do not select a folder, you will have access to all forms for a given season.
NOTE: This is only used to help narrow down the options available in the "Organisation Form" filter (see below). If you want to filter by all forms in a specific folder, be sure to select the "Select All" option in the "Organisation Form" filter afterwards.
Organisation Form:
The "Organisation Form" dropdown list will allow you to filter by individuals who have filled out a specific form. This list will be populated depending on which forms apply to your selected 'Seasons' and 'Folders'.
Helpful features & tips
Advanced Filtering
Advanced Filtering allows you to further narrow the list down of returned results. Advanced Filtering works on question fields on the specific form and is a very useful feature at narrowing down your filter results.
Typically, if you are filtering on a particular season you will select the Season then the Organisation Form. If you want to refine the results further, use advanced filtering to help you do this.
Note that you cannot filter on ID verified fields.
The Advanced Filter allows you to choose specific questions from the Organisation Form to further narrow down the filter results.
Select the +Advanced Filter at the bottom of the modal.
For this example, we want to know what players have answered the question "Do you have any of the following medical conditions?" with "Asthma".
You will be prompted to select a Question to filter from. The drop down will show all question fields that you are able to filter from.
Select the question. In this example, we are selecting "Do you have any of the following medical conditions?".
Once we have selected the question, the drop down arrow will condense and you will then see the option to select an Answer. Select the drop down arrow to see the available options.
Select the specific Answer (or answers) that you want to return results on. Once you have selected your answers, click off the centre prompt to close the drop down.
Then click select Set to apply the Advanced Filter.
You will see your Advanced Filter as shown below once you have Set it.
There is the ability to create multiple advanced filters.
Tick Save Filter (optional) then Apply.
If you are modifying a saved form to include an Advanced Filter, you will overwrite the original filter options if you have ticked Save Filter. You can update the name of the form before you click save the same way you would have done when you saved the form.
If you do not want to overwrite the saved form, do not select Save Filter, just click Save.
Click Save. Then to see your filtered list click Apply.
Filtering by Events
If your organisation uses Sporty Event Management, Sporty will allow you to filter for individuals associated with specific events. Event Management organisations will see an additional setting at the top of the filter setup named "Form Type". By setting this to "Event", a new filter layout will be prepared.
Event filters will only return individuals who have registered for an event in some capacity. This could be as an entrant in the event itself, or as an event official (depending on your filter parameters).
The above filter would return all Officials who have signed up to the 2026 Playwright Event as a Racing Scrutineer.
Profiles found using an event filter will still provide the full profile details as though a standard filter had been used.
Filtering by Tags
If you have added tags in your SuperCRM and have applied them to records (please see Adding a Tag), you can then set a filter against those tags by clicking the Filter by tags... field.
Note: When you filter by tags, you do not need to select any other fields.
You can then select one or more tags from the list.
Tick Match All if you only want to filter on records that have all the selected tags. If you do not tick Match All, you will return all those contacts with each individual tag selected.
Using this example, you want to only see contacts with both GA and GD tagged on their record.
When you apply the filter, you will return results as shown below if you have ticked Match All.
Filter results to only include incomplete reminders
When setting a filter, leaving the Reminder Complete checkbox unticked will return only those who are currently incomplete. This will remove any results that have been marked as complete from showing in the results displayed from the filter once it has been applied.
Filter results to show those with Unpaid Registrations
Apply a filter that returns a display of registrants from a specifically selected form, who have an unpaid registration. For more information, see this article here.