Filtering and Searching Members

With a growing membership, finding specific members quickly is essential. The member directory provides powerful search and filtering capabilities.

Quick Search

The search bar at the top of the member list searches across:

• First name
• Last name
• Email address

Type your search term and click Search or press Enter.

Search tips:

• Search is case-insensitive
• Partial matches work (e.g., "john" finds "Johnson")
• Search multiple words to narrow results (e.g., "john smith")

Using the Filters Dialog

Click the Filters button next to the search bar to open the filter dialog. The button shows a count of active filters when any are applied.

Opening the Filter Dialog

1. Click the Filters button
2. The dialog opens showing all available filter options organized by category
3. Select your desired filters
4. Click Apply Filters to apply and close the dialog

Filter Categories

Filters are organized into logical groups:

#### Membership

• Status - Active, Pending, Expiring, or Lapsed
• Profile - Complete or Incomplete profiles
• Invite - Invited or Not Invited (for login access)

#### Demographics

• Age - Under 13, 14-15, 16-17, or Adult
• Gender - Male or Female

#### Availability

• Availability - Available, Unavailable, or Injured

#### Club Data

• Membership - Filter by membership (e.g., Full Member, Junior)
• Team - Filter by team assignment
• Level - Filter by skill level, including "No Level" for unassigned members
• Tag - Filter by member tags

Resetting Filters

In the filter dialog:

• Click Reset to clear all selections in the dialog
• Click Cancel to close without applying changes

Active Filter Chips

When filters are applied, they appear as chips below the search bar. Each chip shows the filter name and value.

Managing Filter Chips

• Remove a single filter: Click the × button on any chip to remove that filter
• Clear all filters: Click Clear all filters to remove all active filters at once

This makes it easy to see which filters are active and quickly adjust them without opening the dialog.

Filter Options Explained

Status Filter

Filter by membership status:

• Active - Members with current, valid memberships
• Pending - Members awaiting payment or verification
• Expiring - Members whose membership expires soon
• Lapsed - Members whose membership has expired

Profile Status

Filter by profile completeness:

• Complete - All required fields filled in
• Incomplete - Missing required information

Useful for identifying members who need to update their information.

Invite Status

Filter by login invitation:

• Invited - Members who have received login invitations
• Not Invited - Members without login access yet

Helpful after importing members to send welcome emails.

Age Category

Filter by age group based on Badminton England categories:

• Under 13
• 14-15
• 16-17
• Adult

Gender

Filter by gender:

• Male
• Female

Useful for organizing gender-specific teams or communications.

Availability

Filter by match availability:

• Available - Members available for selection
• Unavailable - Members marked as unavailable
• Injured - Members with injury status

Useful when organizing match selection.

Membership

Filter by membership. Shows all memberships configured for your club.

Team

Filter by team assignment. Shows all active teams in your club.

Player Level

Filter by skill level:

• Shows all levels configured for your club
• No Level - Members without a level assigned

Useful for organizing club sessions or identifying members who need level assignments.

Tags

Filter by member tags. Shows all tags you've created for your club.

Combining Filters

Filters work together - only members matching ALL selected filters are shown.

Example combinations:

• Active + Full Member + Team A = Active full members on Team A
• Lapsed + Not Invited = Lapsed members who never set up login
• Incomplete + Active = Active members with missing profile data

Sorting

Click any column header to sort the member list:

• Click once for ascending (A-Z, oldest first)
• Click again for descending (Z-A, newest first)

Default sorting is by last name (A-Z).

Exporting Filtered Results

After applying filters, you can export the current view:

1. Apply your desired filters
2. Click the Export button
3. Choose "Export filtered selection" and select which fields to include (including any custom fields)
4. The CSV includes only the members matching your current filters

This is perfect for:

• Creating mailing lists
• Generating reports for committee meetings
• Sharing data with Badminton England or your league

See Exporting Members to CSV for full details on the export feature.

Bulk Actions on Filtered Results

Once filtered, you can select members and perform bulk actions:

Selecting Members

• Use the checkbox on each row to select individual members
• Use the checkbox in the header to select all members on the current page

Available Bulk Actions

With members selected, a toolbar appears with the following actions:

• Assign Tag - Add a tag to selected members
• Remove Tag - Remove a tag from selected members
• Set Level - Assign a skill level to selected members
• Email Selected - Open email composer with selected members
• Send Invites - Send login invitations to uninvited members
• Archive - Archive selected members (removes them from active roster)

Tips for Effective Filtering

1. Start broad, then narrow - Add filters one at a time to avoid empty results
2. Use chips for quick adjustments - Remove individual filters via chips without reopening the dialog
3. Use tags for custom groups - Create tags for groups not covered by standard filters
4. Check the count - The member count updates as you filter, showing how many match
5. Watch the filter badge - The number on the Filters button shows how many filters are active

Related Topics

• Member Management Overview
• Importing Members from CSV
• Exporting Members to CSV