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Filtering User Views

Looking for additional ideas for custom views? Click here to download a PDF of some districts' custom views.

Aside from using the default user views, you can further refine what users you want to view by setting one or multiple filters. Filters allow you to perform advanced searches by role, location, grade, and other parameters.

Select the Filter button in the top right of any user view page to begin using a filter. In the pop-up, you can use the left and right columns to quickly select what filter category you would like to search by.

Next, you’ll be asked to select the specific data you want to display from the chosen filter category. Alternatively, you can select the Exclude checkbox to search for all users that do not match your chosen criteria.

After hitting Save Selection, you’ll see your filter displayed above the list of users in your view. You can use the Add Filter button to apply multiple filters to your view, allowing you to be as broad or specific as needed.

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Hannah Bailey - Director, Customer Engagement

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