Documentation

Filters are a powerful way to narrow down the data you’re looking at and find the information you care about most. But with so many filter options, it can sometimes feel overwhelming to get started! This article will examine each filter option that we currently offer on the Members tab so that you know exactly how to use them.

A filter is comprised of 3 parts: a type, an operator, and a value.

Type: The trait you want to filter on (i.e. Country, Member Tag, etc.)

Operator: How exactly you want to filter on this filter type you selected (i.e. matches, does not match, equals, etc.)

Value: What you’re filtering for. Works hand-in-hand with the operator you selected.

When you add a new filter you will need to specify all 3 parts of the filter for it to work.

The members table has tons of filter combinations that you can use to identify the exact subset of members you care about. So let’s learn how to use them!

Currently you can filter by 3 different types of filters: member-related filters, activity-related filters, and organization-related traits.

These filters are used to filter for members with specific member traits. Currently, you can filter on 11 different member traits, including member tags, orbit level, usernames on other linked profiles, location, etc.

To help you understand what you can do with these filters, it’s important to know what operators are available for each filter type. You can see view these directly in the app from the members table. We’ve also put together this table to help you out:

Activity filters can help you filter for members who have (or have not) done specific activities in your community. You can filter by any activity type in your workspace (The full list can be found on your Activity Types page).

Filter by members who did do X activity

After selecting the Activity filter, you’ll see a dropdown appear where you can select what activity you want to filter for. You can filter for members who have done a specific activity, who have done any of the activities you selected, or who have done any activity.

Filter by members who did NOT do X activity

If you click on “Who did”, you also have the option to filter for members who have not done anything in your community or for members who have not done a specific activity in your community.

Additional Activity filter options

For each Activity Type that you want to filter on, you can select a few additional properties to filter on. These properties include:

Click on the […] button next to your filter to see what additional activity-related filters you can apply.

Filter by members who did multiple types of activities

We also support filtering for members who did multiple types of activities.

To filter for members who did X activity AND Y activity:

To filter for members who did X activity OR Y activity:

Organization-related filters help you filter for members by the properties of the organizations that they are a part of. You can find them at the bottom of the filters dropdown.

Currently, you can filter by 5 different organization traits. We’ve outlined how you can use these filters in the table below:

We support a few different types of filter operators that can be applied to a filter type. To help you better understand how they work, we’ve put together this table:

As you are applying filters, you may find that you need to delete a filter or clear all the filter that you’ve applied.

You can delete a single filter by clicking the X button next to the filter.

You can clear all of your filters by clicking the trash can button next to your filters.

If you want to save your filters so that you can easily access this member group from the Members table again, create a saved view:

Let’s say you want to filter for people who either sent a Slack message or a Discord message in the last 90 days. If you then select an activity count of 3, this will filter for people in your community who have sent either any combination of Slack or Discord messages a total of 3 times.

If you apply multiple filters, only members that match all the filters selected will be shown on the member table.

Need ideas of filter combinations to use? We’ve created a series of guides to help you identify interesting groups of members in your community:

If, after filtering for a group of members, you find that you want to track an action that you need to take on that group, we recommend creating a List. Follow this guide to get started: