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  3. Filters for Distribution Lists and Scout Reports
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  3. Filters for Distribution Lists and Scout Reports
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  3. Filters for Distribution Lists and Scout Reports

Filters for Distribution Lists and Scout Reports

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 help@joinsourcelink.com 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.

Updated on August 15, 2022

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