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How do I filter information in the Members data screen?
How do I filter information in the Members data screen?

Customise and filter to show the information that's most important to you

Gordon Thomson avatar
Written by Gordon Thomson
Updated over 2 years ago

The members data screen can now be customised so you can choose what information is displayed. You can then filter this information to display the data you wish to see.

Instructions

When you go the Members data screen, a number of default columns will display.

However, you can add or remove columns to the table by clicking on Options, which is in the top right corner of the table, written in blue text.

This will open a window displaying a list of table options. To remove a column which is currently displayed, click the red cross next to it. If you want to add a column, click +Add Column to show a list of all the available options.

In this example, if you want to add the Location option to your members table, simply click on Location, then click Save Changes. When you return to your members data screen, Location will display as a column which can be filtered if you wish.

You can see the Location column, plus Partner location preference column added to the table.

💡Don't forget

Adding too many columns will result in a cramped table. Field labels should also be kept short to avoid display issues. Keep the number of text fields to a minimum to avoid text becoming squashed.

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