You are able to use the forms, fields, payments, and other features of your system to filter your users, and then combine these conditions with AND / OR in order to return users who meet specific criteria. If a more complex search is needed, you are able to combine a second set of conditions, and then combine those sets (called blocks) with AND / OR. To get started, click the search bar at the top of User Management and type a keyword or filter by one of the suggested options in the search bar in user management:
Quick Filters
Instead of having to select the more commonly used filter from the search bar, we have added Quick Filter options to click. Each filter is separated by their functionality. For example we now have Timeframe-based filters that filter by the previous month, previous week, yesterday, etc. We also have Income-based filters and additional filters for form status, fields and tags.
Applications
Products/Services
Cart Status
- Cart Empty
- Something in Cart
- Positive valued service in cart
- Cart includes waitlisted items
- Cart includes abandoned items.
Product Type in Cart
- Offering with Sessions
- Recurring / Donations / Membership / Subscription / SaaS
- One time Events / All Day Activities / Services
- Merchandise
- Discount
- Cart has waitlisted items
- Cart has abandoned items.
Subscription Status
- Active subscription
- Active payable subscription
- Active free subscription
- Subscribed yet disabled
- Disabled due to open balance on subscription
- Disabled since subscription has not yet started
- Disabled since subscription is within the pause period
- Disabled since subscription failed to renew.
Forms and Fields
This will list every form and field you have created (you can start typing in a form name, field label, or field value to find it faster)
You can find step by step instructions for how to filter by form fields here.
Payments and Autobill
Applicant Payment Status
- Needs to close balance
- Needs to be refunded
- Paid in Full
- Paid something
- Paid nothing (but ordered a payable product/service)
- Has a payment method on file
- Does NOT have a payment method on file
- Payments are automated and secure
- Payments are NOT automated and secure
Autobill
- Not on autobill
- On autobill
- Autobill Payments Paused
- Payment Overdue
- Payment not overdue
- On autobill without a payment method
- Autobill Categories
- Specific Autobill Plans
Payment Status
- Authorized
- Approved
- Pending
- Future
- Overdue
- Not Overdue
- Refund
- Submitted
- Chargeback
- Declined
- Cancelled
- Failed
- Experienced Failed Attempts