Ministry Centered Technologies
PCO Manual ยป Filtering Your People

Topics

  • Getting Started 6
    • An Introduction to Planning Center
    • Responding to Scheduling Emails
    • Managing Your Schedule
    • Updating Your Personal Information
    • Viewing Service Details & Files
    • Displaying Service Times
  • Setting Up 5
    • Creating A Service Type & Setting Up Dates and Times
    • Adding Items to your Plan
    • Adding People and Assigning Them To Positions
    • How to Schedule Your People
    • How to Use Songs, Arrangements & Keys
  • Account Administration 12
    • Canceling Your Account
    • Changing A Payment Method
    • Changing The Name of Your Account
    • Declined Payments or Delayed Checks
    • Enabling Extra File Storage
    • Enabling/Disabling Music Stand
    • Printing Receipts and Viewing Previous Payments
    • Changing the Primary Account Admin & Adding an Secondary Account Admin for Billing
    • Upgrading/Downgrading Your Account
    • Allowing Administrators to Delete
    • Changing Your Country
    • Locating your Organization and User ID Numbers
  • Apps 3
    • How To Install and use the Facebook App
    • iPhone App
    • Android App
  • Attachments 5
    • Adding Attachments
    • Uploading an Attachment
    • Linking to an attachment
    • Linking to iTunes or AmazonMp3
    • Linking to YouTube
  • Reporting 3
    • Custom Reports Wiki
    • Creating Reports on Frequency
    • Changing Custom Report Options
  • The Matrix 4
    • Setting Up The Matrix
    • Using The Matrix To Schedule
    • Using the Matrix Libraries Sidebar
    • Matrix Reports
  • Media 1
    • Adding and Uploading Media
  • Music Stand 4
    • Using the web-based version.
    • iPad Music Stand App
    • Annotations in Music Stand
    • Hardware for Music Stand
  • Personal Profiles 9
    • Block-Out Dates: Adding and Deleting
    • Changing Your Password
    • Setting Up Text Notifications
    • My Calendar
    • Master Calendar
    • Adding or Changing a Profile Picture
    • Forgotten Password, Login Issues and Error Message
    • Linking Accounts
    • Setting Your Scheduling Preferences
  • People 16
    • Adding a new person
    • Changing Permissions
    • Creating groups or teams for scheduling
    • Can't Add a Person - Duplicate Record Error
    • Filtering Your People
    • How to Email from the People Page
    • Print Report Options
    • Setting Up Custom Properties
    • Welcome Emails
    • Importing People using CSV files
    • Exporting a CSV File
    • Positions: Assign People Directly vs. Assign Using Custom Properties
    • Auto-scheduling
    • Setting Up Back-Up People for Positions
    • Disabling Users
    • Enabling Disabled User Accounts
  • Plans 40
    • The Plans Page (Dashboard)
    • Individual Plan Pages
    • Adding a One Time Special Service
    • Accessing Past Plans
    • Adding Notes Columns to Plans
    • Setting Up Different Teams for each Service Time
    • Changing the Replies To person for a People Category
    • Creating a New Service Type
    • Copying A Plan
    • Editing Or Deleting A Service
    • Deleting a Plan or Recovering Deleted Plans
    • Creating a Folder
    • Moving a service into another folder
    • Deleting Folders
    • Adding and Editing Times
    • Hotkeys for Plans Page
    • How to Create a New Plan
    • How to Link with iCal or Outlook 2007
    • How to Link with Google Calendar
    • Rearranging the order of a plan
    • Removing Items from Only One Plan Time
    • Scheduling A Person
    • Sending Notification Emails
    • Scheduling: Conflicts and Block-Out Dates
    • Scheduling Groups or Teams
    • Setting Up Reminder Emails
    • Adding and Editing People Categories
    • Reordering People Categories
    • Setting Up Positions
    • Setting Up or Editing Needed Positions
    • Item Note Categories
    • Adding or Editing Plan Notes & Categories
    • Resetting LIVE times
    • Setting up Ustream for Planning Center LIVE
    • Streaming and Downloading Songs in a Plan.
    • Using the Stage Layout feature
    • Commenting and Subscribing to Plan Items
    • Changing Options For Viewing a Person's Last Scheduled Date
    • Recovering Deleted Categories
    • Adding an Attachment to a plan item
  • Templates 4
    • Creating & Editing a Template
    • Editing Or Deleting A Template
    • Exporting a Template from an Existing Plan
    • Importing a Template (or Plan) to an existing plan
  • Site Settings 5
    • Site Settings
    • PCO Settings
    • Package Options
    • Billing Options
    • Attachment Types
  • Songs 15
    • Songs: An Overview
    • Adding a New Song
    • Adding Song Arrangements
    • Adding Keys to a Song Arrangement
    • Adding Attachments to Songs
    • Moving files from one arrangement to another
    • Transposing an Mp3
    • Transposing Chord Charts & Making Lyrics PDFs
    • Enabling and Disabling Downloading of MP3s
    • How to Convert to Mp3 Files in iTunes
    • Song Custom Properties
    • Filtering on the Songs Page
    • CCLI Reporting
    • SongSelect Integration
    • Preventing Charts from Shifting Using Chord Pro
  • Webinars 1
    • Webinar Schedule

Last Updated

Dec 13, 2011

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  • Next: How to Email from the People Page

Filtering Your People

This lesson shows you how to filter your people on the People page. It also shows you how to send an email to a filtered group of people.

Two ways of filtering. One: Filter by selecting information.

Media_1323815870516_display

1- You can filter by service by clicking the drop-down arrow and choosing a service. This will show you a filtered list of anyone who has ever been scheduled for that particular service before. This does not filter by custom property in any way- just by dates scheduled.
2- You can filter by first or last name. If you only remember a first or last name, just enter that and click "Filter". It will bring up anyone in the system with that name.
3- You can filter by Positions & Categories, if you are looking for a specific team or quality
4- You can filter by the permission level of your volunteers
5- You can see disabled accounts by checking the box to "Show Disabled Accounts" and then clicking Filter.

Filter by Custom Property

Media_1323816338069_display

You can click on either the property (i.e. Audio/Visual) or the options under the property (i.e. Audio, Camera, Lights, etc.). If you want to get more of a detailed filter, you can click on several of them. Some filter with And (pulling all those who have an audio/visual property AND a producer property) and some filter with OR. Here is a list of how the different combinations are filtered (there is not a way to choose whether you want to filter "And" or "Or"):

Property and Property: filtering OR
Property and Option: filtering AND
Option and Option from the same property: filtering OR
Option and Option from different properties: filtering AND

To email people with a filtered list:

Media_1323816425528_display Zoom

Once you have a filtered list (filter using the ways shown in previous steps), click 'email these people' and it will send an email to only those on the list you see. An example of this would be if you want to send an email to all the greeters in your system. You would click on the Greeter custom property (assuming you have custom properties set up) and then click 'email these people' and write your email.

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