👀 Better Impact Administrators create lists of users by performing searches. A search can use almost any criteria to make lists, to email users, to report on specific groups, to help make bulk changes to profiles, and more!
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👉 “Where should I begin my search?”: The first consideration is what you will need to do with the list of users once you create the list:
Send an email: If the list is to identify a group of people to communicate via email, the search should be performed under Communicate >> Send Email
Bulk update fields on profiles: If the search is to identify who needs a certain custom field, qualification, or general interest, the search will be performed under those bulk options in the People menu.
Create an exportable list: If you need to send a list of contact details or schedule information to someone outside of Better Impact, the search will be performed under Reports >> Personal Profile Raw Data Report or Reports >> Schedule Reports
🤩 TIP: If you are searching in Send Email, People Search, or Personal Profile Raw Data report you can save and pin your search if you plan to use it in the future! And don’t forget about the power of Dynamic Dates if your saved search includes a date format.
👉 Other Search Areas:
People Search: This Search option at the top of the People menu allows you to pull a clickable list of profiles to view or edit individually as needed.
Name Tag Wizard: For creating name tags, badges, or other printable items including profile information.
Reporting: When you need to generate a report, there is often the option to perform a search first to narrow down the list of users on your report.
🤩 TIP: If the report doesn’t automatically start with a search, there will be a green button at the very top that says “Report on a specific group” which will open up a search.
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📖 These help articles provide written instructions for the steps above:
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👋 Click Here to Join a User Group! - They are a great way to learn more tips like this and connect with other administrators like you!