The User Filter: A Guide for Advanced Program Managers

Created by Brittany Crow, Modified on Wed, 19 Apr 2023 at 10:31 AM by Brittany Crow

 Heads up! This article is intended for advanced program managers. If you're a site manager, click hereIf you're a program facilitator looking for information about reviewing your programs, click here.  

You can filter the volunteers assigned to your Programs to get the data you need when you need it! This is a great tool to use to find extra reports about users. Your User Filter also lets you filter volunteers and apply specific actions in bulk. Here we cover: 

What can the user filter do? 

Your User Filter allows you to review and export important volunteer data when you need it! You can also use the User Filter to apply bulk actions to volunteers that you've filtered for. For example: 

  • Do you need to add or remove tags from a volunteer in bulk to make it easier to search for them? 
  • Do you need to add or remove several volunteers to or from a user group in one go? 
  • Would you like to export the volunteers that you've filtered for instead of exporting the entire list of users in your Program? 
    • This is great when you want to export a list of volunteers who: 
      • Share a birthday that falls on, before, or after a specific date
      • Live in the same Zip Code
      • Have similar availabilities
      • Share similar interests, causes, or skills, etc. 
  • Do you want to quickly send several volunteers a reset password link? 
  • Does scheduling volunteers with shared interests, causes, or skills in bulk sound handy? 

Your User Filter can help you with these actions and more! 

How do I use it? 

How to access the User Filter 

1. Go to Volunteerism > Users2. Click the User Filter button. 3. Start filtering for the data you need!

What filters are available? 

You can start filtering by User Data or Volunteer. User Data filters the volunteers in your Programs by their personal information—like, name, location, tags, interests, etc. Volunteer filters data about volunteer participation within your Programs—like, what Opportunities they have responded, what waitlists they're currently on, qualification statuses, and shift data. 

How to apply filters

1. Go to Volunteerism > Users

2. Click User Data or Volunteer. 

3. Select the filter you want to apply from the Select An Option dropdown. 

  • For User Data: 
  • For Volunteer: 

4. Complete the other fields that appear for the specific filter selection. 

5. Click Submit to filter your results! 

What bulk actions are available? 

You can apply bulk actions to your filtered list of volunteers in one go! 

How to apply bulk actions to filtered users

1. Go to Volunteerism > Users

2. Filter the volunteers in the Manage Users page table with the User Filter. 

3. Select the action you want to apply to the filtered list in the Select An Action dropdown. 

4. Complete any other required fields that appear depending on the action you select and click the update, send, export, or schedule button that appears.