Overview
Sometimes it is desirable to select a group of membership records based on the values of various fields in the records. The criteria for used for selection can be save in what Wild Apricot calls a "Saved Search" so that the selection can be easily repeated.
To use saved searches in Wild Apricot
In Wild Apricot, make sure that you are logged in and in Admin view. The button on the top right toggles between Admin view and Public view. It should say "Public view" if you are in Admin View.
- From the menu on the left, choose "Contacts".
- From the menu on the top or from the tabs above the list of all contacts, choose "Saved searches".
- Scroll through the list of Saved searches to find what you are looking for. When you find what you want, click on the Run button for that search. You will see the saved selection criteria, a count of records that meet the criteria, and a list of members selected.
- If desired, modify the criteria, e.g., to enter a different date in a date field, and then click on the Search button.
There are some groups of Saved searches in the list that you might want to be aware of:
- Searches that begin with the word "Check" are typically used by the Database Committee to look for inconsisties of various kinds in the database.
- Searches that begin with "MR" generate "Membership Report" results. Several of these searches require modifications of dates. Specifics for this appear on the "Prepare Membership Report" page under "Generate current year data - generate counts using Wild Apricot saved searches."