Applying filters is the best way of using your data productively. Each user has their own set of filters. You can create multiple filters.
Note: We strongly recommend that you set a default filter to reduce the returned results displayed at the top of the page.
Create New Filter
To create a filter, click the Filters icon on the top left.
Select Create New Filter.
A list of all available options will appear. Most commonly you will be filtering on a particular Season and then on an Organisation Form within that season. In this screenshot below, the default filter is going to be set to display the registrations for the Seasons of 2021 and 2021/2022.
Tick on Save Filter and you can edit the name of the filter then click on Save.
The pop up will then show that the filter has been set to default then click on Apply.
Ideally, the first filter you create will be your default filter to reduce the number of returned results each time you go into SuperCRM. Your default filter will appear with the star beside it.
The default filter will be the view you are presented with each time you access SuperCRM.
You can apply one or more filter options to further narrow the list of returned results. Typically, if you are filtering on a particular season you will select the year then the Organisation form. If you are wanting a greater level to filter on (E.g., DOB, Ethnicity, Gender) you can use the other system fields to filter on. In this example, the 2021/2022 and 2021 seasons have been selected, and under that, the form of Winter Holiday Programme 2021. You can click on Select All to quickly select all items within a filter option or select None which denotes no value populated for this person.
Note: If you have a large database, we do not recommend selecting Select All as it may take some time to filter on your database.
When you have selected the filter options, you can narrow the list further and choose specific questions to filter by clicking on + Advanced Filter.
You can then choose the question you would like to filter on and choose a specific answer (this depends on how the question is set up in the form). In this example, the Winter Holiday Program form has a field asking what days the registrants prefer and provides a selection of days to choose from.
Select Save Filter if you want to reuse this filter in future. If you like, you can rename the filter by clicking into the text box and entering your required filter name. There is no limit to the number of filters you can save. Therefore we recommend you save your filters for easy reference at a later stage. Treat each filter like it is a customised report you are creating.
Click Save. Then to see your filtered list click Apply.
Filtering by Tags
If you have added tags and applied them to records (see Adding a Tag), you can then set a filter against those tags by clicking on the Filter by tags... field.
Note: When you filter by tags, you do not need to select all the other fields.
You can then select from the list of existing tags.
Tick on Match All if you only want to filter on records that have all the tags selected.
This will then return results as shown below: