Using filters within Smart Lists

Smart Lists are a powerful tool to view data, create reports and send tailored Campaigns. The filters available within the Smart Lists are specific to the client organization, depending largely on the add ons configured, but some filters are common across organizations.

Smart Lists are configured to display lists of members (also named athletes, lifters, profiles) and organizations (such as clubs or regions) within the Platform. The filters will vary depending on the add ons available to each 'body type' (e.g., individual or club).

Applying Filters

Within the Smart Lists, there is the ability to add up to five filters. These can be added by selecting 'Filters' (a).

There is the ability to add 'And' filters and 'Or' filters (b). These populate beneath the search bar and, once added, will give the ability to add further filters either 'And' or 'Or' (c).

Please note: up to five filters can be used at one time on the Smart Lists

Figure 1.

Adding a Filter

After selecting '+ Add New Filter', there will be the following options below. The letters correlate to Figure 2. below.

Letter	Explanation
a.	The 'Type' select will list all of the add on categories for either the members or organizations list which is being used. This will hold all of the add on categories that have been set up.
b.	Once a category has been selected, this will allow the further selection of a specific add on, or 'Multiple' which will select all add ons within the category.
c.	This selection allows filtering by status, add on type and other factors associated with the add on, such as Affiliated Organisations.
d.	When adding a filter, there is an option to add a name. This name will be displayed when the filter is submitted, as displayed in Fig.1.

Figure 2.

Using Advanced Filters

Once you have selected your add on category, add on, and other filters, you will have the option to 'Show Advanced Filters'. This will offer greater granularity when filtering your data.

The format of these filters are:

• Attribute
• Condition
• Criteria

By using the advanced filters, it will be possible to harness all the information held in the Platform. The 'Attributes' will include all the fields in any of the add on forms that have been filled out, as well as standard attributes such as expiry and valid until dates.

Figure 3.