Membership: Save a custom search - Saved Views

SwimOffice Admin - Email/Print/Calendar

Account/Member Admin allows you to filter your roster by almost any criteria you want, display only the columns of data you want in the order you want, and sort by any column. Thankfully, you can save all your customization in what's called a View. Better yet, you can create multiple Views and make any one of them the default when you return. You can have different Saved Views on the Accounts and Members tabs (and USA Swimming tab for USAS teams). These are tied to your user login and unique to you.
  1. In the side menu click Team Admin > Account/Member Admin.
  2. Either stay on the Accounts tab or click the Members or USA Swimming tab.

A. Customize Filters

  1. Click Customize Filters to filter only the information you need.
  2. Click a filter category on the left and the filters to apply on the right. You can do this for multiple categories.



  3. Click Done when finished.

B. Customize Columns

  1. Click Customize Columns to control what you view on screen.
  2. Click a column on the left to add to the current view, and click a column on the right to remove it from the current view.
  3. Drag and drop the columns on the right to organize the view.



  4. Click Done.
  5. To sort the list, click the up/down arrows on each column to sort.


C. Save View

  1. Now click Saved Views to save all your customization.
  2. Enter a name for your view on the right and click Save View.



  3. To restore that view the next time you return to the screen you're on, click Saved Views, then click the View you want to use.
  4. Click Make Default by any view to have that view be used by default when you return to the screen you're on.

Note you don't have to do all the steps. You could do just a custom filter, or only add and move some columns. Save the view if you will use it a lot.

_________
See Also
Attendance Reports and Editing in SwimOffice
Delete and Un-Delete Accounts or Members

Membership

  1. Account/Member Admin: Quick Start Guide and Tutorials
  2. Team Administration VIDEO Tutorials
  3. Membership: Add coach or board member to Coaches page
  4. Membership: Add email addresses to Accounts and Members
  5. Membership: Can't add account because email already exists
  6. Membership: Create, add, or edit an Account/parent
  7. Add or Edit a Member
  8. Membership: Delete Member/Athlete/Swimmer
  9. Attendance Check Sheets
  10. What do I do if I forgot my password?
  11. Members Cannot be Under More Than One Account
  12. Membership: Cancelled/Hidden vs Suspended vs Waiting for Approval status
  13. Membership: Can an admin verify an email address or SMS number?
  14. Can I age up all of my athletes?
  15. Can I Create a New Account Without a Valid Address?
  16. SwimOffice - USA Registration Reconciliation Report to check USA#
  17. Can I merge Accounts? Dealing with duplicate accounts/members
  18. Can members search for other members and rosters?
  19. Membership: Divorced parents account - How to handle in SwimOffice
  20. How can I find the Account Name from the Account Number?
  21. Membership: Reset password / email password/login email
  22. Membership: Member and coach photo size guidelines
  23. How Can I Tell Who Has A Verified Email Address?
  24. How do I add a photo to a profile?
  25. Membership: Build ID Card # / Member/athlete/swimmer ID #
  26. Membership: Reset t-shirt sizes to blank
  27. Change my password
  28. Filter by Gender - Member Tab
  29. Deleting a Coach or Board Member from the Coaches Tab
  30. Delete a Roster Group
  31. How do I edit an existing account?
  32. How do I export members from TeamUnify for import into Team Manager?
  33. Accounts/Members: Export roster / members for import into Team Manager
  34. Move an athlete/member from under one account to the other
  35. Accounts/Members: Export a roster to import into Meet Manager
  36. Print Athlete Roster or Member Directory
  37. Printing Rosters
  38. How do I print or produce a report with account information or member information?
  39. How do I review and edit my account database?
  40. How do I set an inactive date for a member to show when they will be leaving?
  41. How do I set an unattached code?
  42. Membership: Upload/import member database for those without Team Manager
  43. Membership: Verify my email address
  44. Does Reactivating / turning on an account change the password?
  45. If I change the status of an account to something other than active will they be able to login?
  46. Membership: Account notes that only Super Users can see
  47. Membership: Member notes that only Super Users can see
  48. Member Search: How do I opt out / in?
  49. Member login and password isn't working
  50. Preferred name in athlete member profile - Overview of uses
  51. Account and Member Status definitions
  52. Membership: User Admin type access level definitions
  53. Membership: Number of email addresses and SMS numbers allowed
  54. Sent password email and account didn't receive it
  55. What if I don't have the required email or address field for an account?
  56. Why can't I enter my email address in for a new account?
  57. Why is my swimmer not showing the event?
  58. Edit Attendance or Workout report on the Website / SwimOffice - Sync back to OnDeck
  59. Membership: Add and verify a cell number for SMS/texting
  60. Coach's Page - Hiding the Board of Directors
  61. Print mailing labels
  62. No Contact Email Assigned error
  63. Add a custom user defined field in Account/Member Admin or in Registration
  64. Shortcut Keys
  65. Membership: Save and customize filters, columns and views
  66. Making a view the default using filters
  67. Doing a multi account or member edit
  68. Adding a new member
  69. Sorting options / Alphabetical Sort
  70. Contact Us Button - Marketing Best Practice
  71. Make bulk changes on accounts & members and billing & roster groups
  72. Team Club Code is being used by another team error
  73. Membership: Use filters to display specific lists of accounts/members
  74. Membership: Multi-Edit account or member fields
  75. Membership: Customize t-shirt sizes
  76. Membership/Registration: Export t-shirt sizes
  77. Delete and Undelete Accounts and Members
  78. Adding or Editing a Roster Group, Location, Sub Billing or Billing Group
  79. Membership: Save a custom search - Saved Views
  80. Custom report print or Excel - Member/Athlete or Account report of data
  81. Set an athlete as Not USA Registered
  82. Understanding What you Are Filtering On
  83. My columns don't show in account member admin
  84. Email the Password to one, many or multiple Accounts
  85. Searching in Account Member Admin
  86. Membership: Workout / Attendance Report
  87. Membership: Add a Roster Group
  88. Accounts/Members: Export accounts/members roster to Excel spreadsheet
  89. Manually reset password for account
  90. Membership: Determine accounts with ONLY inactive members
  91. Membership: Duplicate email / email already exists / can't add account
  92. YMCA Membership: Remove coach so they stop receiving emails
  93. Membership: View MainSet videos
  94. Membership: Exclude accounts from meet financial requirements
  95. Membership: View individual athlete meet results, best times
  96. Membership UK: DBS Check Date field
  97. Membership: Hide Member from search in Members tab
  98. Membership: Determine account's most recent/last log in

Feedback and Knowledge Base