This will cover how filters are used for creating distribution lists and Scout Reports.
The filter categories include:
- Interactions
- Snapshots
- Events
- Demographics
- Client Data
- Misc.
Click on the arrow beside each category to view available filters.
Tip: It is recommended to use fewer than three filters per report. Contact [email protected] for assistance.
Check the checkbox next to any of the parameters to filter your clients by that option. You can combine multiple filters to refine your list.
Filter Definitions
Interactions
Interaction Dates (Absolute)—set starting and ending date for time range from which interactions are pulled
Interaction Dates (Relative)—select from predefined timeframes from which interactions are pulled
No Interaction Dates (Absolute)—allows you to set starting and ending date for time range, pulls records with no interactions in that time range
No Interaction Dates (Relative)—select from predefined timeframe in which the record had no interaction
First Contact Date—set starting date and ending date for time range of first contact with client
Assistance Requested—select what type(s) of assistance was requested
Interaction Type—select specific interaction type(s)
Counseling/Prep Hours—define a minimum amount for either the counselor or the client
Counseling Hours—define a minimum amount for counseling hours
Prep Hours—define a minimum amount for prep hours
Travel Hours—define a minimum amount for travel hours
Interaction Counselor—select specific counselor
Interaction Tag—select interaction tag
Snapshots
Snapshot Dates (Absolute)—set starting and ending date for time range from which snapshots are pulled
Current Obstacles—select specific obstacle(s)
Snapshot Tag—select snapshot tag
Events
Event Dates (Absolute)—set starting and ending date for time range from which events are pulled
Event Dates (Relative)—select from predefined timeframes from which events are pulled
Specific Event Attendance—select specific event(s)
Demographics
Disabled—select specific option(s)
Ethnicity—select specific option(s)
Gender—select specific option(s)
Language—select specific option(s)
Military Status—select specific option(s)
Race—select specific option(s)
Veteran Status—select specific option(s)
Person Type—select specific option(s)
City—select specific option(s)
State—select specific option(s)
Zip—select specific option(s)
County—select specific option(s)
Owner Demographics
Gender—select specific option(s)
Race—select specific option(s)
Veteran Status—select specific option(s)
Client Data
Business Established Date (Relative)—select from predefined timeframes
Client Status—select specific option(s)
Client Type—select specific option(s)
Entity Type—select specific option(s)
In Business—selects those checked as In Business on client page
eCommerce—selects those checked as eCommerce on client page
Home Based Business—selects those checked as Home Based Business on client page
Industry Type—select specific option(s)
NAICS (Three Digit )—select specific option(s)
Misc.
Referral Dates (Absolute)—set starting and ending date for time range from which referrals are pulled
Referral Dates (Relative)—select from predefined timeframes from which referrals are pulled
Assigned Counselor—select from list of counselors
Owners Only—selects those checked as Owner in person record
Primary Contacts Only—selects those checked as Primary Contact in person record
Include Archived People—includes those archived in company record
Include Specific People—choose those to include
Exclude Specific People—choose those to exclude
On Survey Panel—selects those checked Survey Panel in person record
Valid Email—selects those with valid email in person record
Valid Physical Address—selects those with valid physical address in person record
Client Tag—select client tag
Person Tag—select person tag
Note: See Tags for more information.
When you have selected filters, you can Preview the list by clicking Preview in the upper right corner.
The Filter Set Options drop-down allows you to Save Current Filters. Give the set a descriptive name. You can also Open Saved Filters.