Filter People

Created on:
Updated on:

The filter bar and menu allow you to narrow down the list of people shown based on teams, tags, dates, or permissions. Filters are applied instantly and can be pinned to be automatically applied when you first load the page.

After filtering your list of people, you can email, print, download a CSV file of the list, or perform bulk edits using the action bar.

bulk edit_arrow.png

Add Filters

To find people using filters, enter a phone number, email address, or any name field.

add text filter_arrow.png

If you want to find people based on their team, tag, date, or permission, select Filter to reveal the filter sidebar menu.

Tip

You can also type f to quickly open and close the filter menu.

collapse filter_arrow.png

The filter menu is broken into Teams, Tags, Dates, and Permissions. The Teams tab has Teams and Positions, and the Tags tab has Tags and Tag Groups. Select a tab to see its filters.

Notice

Choosing options inside of one filter finds people who belong to at least one of the selected options. It does not require a person to belong to all of them. It's like putting an OR between each option.

The filter bar shows applied filters and allows you to make quick changes. You can click directly on any filter and remove it by typing delete or backspace on your keyboard. You can also open the filter and select Remove.

To clear all filters, select the X on the right of the filter bar.

filter.png

Teams

In the Teams tab, you can filter by Team, Position, or use some Advanced options.

Teams

The Teams filter allows you to find people assigned to at least one of the selected teams.

filter by team_arrow.png

Position

Find everyone assigned to different specific positions by checking the positions based on the team or service type in the dropdown.

filter by position_arrow.png

Each position you check acts as an OR instead of an AND, which allows you to see everyone assigned to any of the checked positions.

Advanced

Find everyone assigned to different specific positions within a team by selecting the dropdown box for one of the teams, and then choose from its positions.

filter by advanced_numbered.jpg
  1. Any selects all the positions from the IN section.

  2. None selects all the positions from the NOT IN section to help you find all the people who do not belong to those positions.

  3. To find people assigned to a position, choose the position from the IN section.

  4. To find people not assigned to a position, choose the position from the NOT IN section.

You can mix and match, and choosing an option from IN deselects it from NOT IN since they cancel each other out.

Tag

In the Tags tab, filter by tag or tag group.

Tag

Find people based on which tags are assigned to them.

filter by tag.png

Select the dropdown box for a tag group and check the tags you'd like to see.

  1. Choose Any to see people assigned to at least one tag in the WITH section.

  2. Choose None to see people who are not assigned to at least one tag in the NOT section.

  3. To find people with specific tags, choose the tag in the top WITH section.

  4. To find people who do not have a tag assigned to them, choose the option from the bottom NOT section.

You can mix and match, and choosing an option from WITH deselects it from NOT since they cancel each other out.

Tag Groups

To find people who have at least one tag across multiple tag groups, use the Tag Group filters.

filter by tag group.png

Dates

Each date field allows choosing specific dates or dates relative to today. When choosing relative dates like Past Day, it uses the current time as the endpoint, meaning Past Day is the last 24 hours.

filter by dates_numbered.png
  1. The person was first added to Planning Center Services.

  2. A person's profile was last updated, either by themselves or someone else.

  3. A person added blockout dates or clicked "I Have No Blockouts" within a blockout request email.

  4. A person last logged in to Services.

  5. The most future plan a person has been scheduled to.

Permissions

Permissions in ascending order are Scheduled Viewer, Viewer, Scheduler, Editor, Administrator.

filter by permissions_numbered.png
  1. Show people by their person's highest permission across all service types and folders.

    Note

    You can see this permission listed on the main People page and at the top of their profile.

    To find people with archived accounts, set Permission (Highest) to Exactly and Archived.

  2. Choose a service type or folder and then the permission for that service type or folder. If their permission for a service type is set to Same as Parent and is therefore inheriting from the folder, the inherited permission is used, since that determines what a person can do.

  3. Show people who are added to any team as a team leader.

  4. If you track background checks, view those who have cleared a background check or if the check is missing. Missing shows people who have never had a background check, or whose results are pending or need action.

Filter Logic

Sometimes you want to find people who have Option A and Option B, and sometimes you want to find people who have Option A or Option B.

  • Checkbox options = OR. When you select options within a single filter, you can imagine those options are joined together with the word OR.

  • Filter to Filter = AND. When you add additional filters, you can imagine the word AND between them.

filter.png

Knowing this logic can help you apply some more advanced filters in different ways.

Tip

When you change filters in any way, the web address URL of the page is changed to reflect the exact filters you've applied. If you have many different combinations of filters you apply frequently, you can bookmark a filtered page.

My Teams

The filter bar shows any filters that are already applied. There is a Team filter applied by default (it's Pinned) that allows Team Leaders to see people from any Teams they lead, and everyone else just people from Teams they are on.

filter dropdown.png

If you click on the Teams filter, you'll see its options. At the top we see that the teams listed are coming from this new My Teams grouping. If you have at least scheduler permissions, you can change My teams to other folders or service types if you want to filter to teams you aren't a part of.

The buttons at the top let you quickly select teams from the list below. Clicking My Teams will quickly select all the teams in the list. If you are a team leader, you'll also have the Any I Lead button to select the teams you lead.

You can also select and deselect individual teams in the list.

Notice

People with viewer permissions will not be able to see people that aren't in teams they are assigned to. As a result, they can't change the My teams dropdown box to see other teams, they can't remove the My Teams filter, and they must have at least one team checked.

Pinned Filters

Yellow filters have been pinned and will be applied automatically every time you return to the page. The filter itself is what's pinned, not its options, so each time you come back it will remember whichever options it had last.

unpin_arrow.png

If you don't want a filter automatically applied, click it in the filter bar and unpin it.

Unpinning a filter will turn it gray, but if you don't want to use it, you can remove it.

Was this article helpful?
10 out of 27 found this helpful