Advanced Member Search & Export

Created by Emilie Macke, Modified on Mon, 18 Mar 2024 at 08:00 PM by Emilie Macke

Advanced Member Search

On the “Members” Admin page, there is an “Advanced Search” button in the top block, that toggles the reveal/hide of the sub-section “Search by custom categories”:




Clicking in any of the Category fields reveals a dropdown with all the available choices for that Category. Multiple choices can be selected in each custom category (similar to how Categories are already handled elsewhere in ServiceReef):



Once “Search” is clicked, only Members whose Interests match those selected in the “Advanced Search” custom category search selections, will be shown on page.



Advanced Export Members

The Interest tags/categories are added to the Export Members Excel file. Each Category will be its own header in the Excel file, and each Member’s cell for that Category will have a comma-separated list of their selected Interests:



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