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Running a Search
Running a Search
Updated over a month ago

You will find searches interfaces within many of Better Impact's features. Searches allow you to filter down your list of users by applying additional, customizable search criteria. Searches can also be saved and pinned for use later.

A few examples of where searches can be used are:

  • sending out mass emails or texts

  • generating reports

  • applying bulk updates to user profiles

Searching and reporting in Better Impact are closely related. You can watch the video below to learn more:


Run a Search

  1. Go to any option that requires a search (i.e. People >> Search; Communicate >> Send Email)

  2. Module and Status Filters: Select the desired status(es) to include in the search.

    • For multiple statuses, select one of the following:

      • Any of the selected modules and any of the selected statuses

      • All of the selected modules and any of the selected statuses

  3. Optional: Communications Filters, select the desired option(s). You can make one selection from each category:

    • Email:

      • Don’t Filter (default)

      • Has Email

      • Has No Email

    • Mobile Email:

      • Don’t Filter (default)

      • Has Mobile Email

      • Has No Mobile Email

    • Text Messaging: This will only appear if Text Messaging has been enabled

      • Don’t Filter (default)

      • Has text messaging enabled

      • Does not have text messaging enabled

  4. Optional: Group Filters, select the desired option. This option will only appear if Group Scheduling has been enabled

    • Don’t Filter (default)

    • Individuals Only

    • Groups Only

  5. Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search

Tip: In the “Search Results” section header, you can click on the [Print] button in the header to print the listing of the results that were retrieved.

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