Group Views are customizable lists of groups that function as saved filters in the People module. Use them to quickly access the groups you work with most without reapplying the same filters each time. By default, a Group View is visible only to your user profile, but it can be shared with other team members as needed.

Common Use Cases

1. Mass Communication: Save a list of groups you frequently contact via Mass Email or Mass Text. For children's or youth groups, use the Mass Contact Send to Parents feature.
2. Reporting: Identify the reports you run most often and create a Group View for each. For example, select age and campus groups to report on giving trends by age and location.
3. Track Growth and Create Pipelines: Create Group Views for Small Groups, Ministry Teams, Volunteers, Members, or Visitors. With these views in place, you can track overall growth trends, monitor engagement in small groups or next steps, and identify follow-up opportunities, such as recruiting new volunteers.

Enable Group Views

1. Click the Settings Gear icon at the top right.
2. Click Settings.
3. Select the Groups tab.
4. Check the Use Group Views box.
5. Click Save.

Create a Group View

As you prepare to create a Group View, think about which groups you would like to include in this view and what they have in common. Are they all children's groups? Are all of these groups used by your finance team? Group views are created by selecting any number of properties, aggregates, or individual groups. If you don't have an easy way to filter the groups you want, you may want to consider using properties to categorize your groups. 

1. In the sidebar, navigate to Groups > Views.

2. Click Add View.

   

3. Enter a brief, descriptive title for the view.
4. Select the Properties, Aggregates, or Groups to include in the view.

Note: By default, a Group View is visible only in your user profile. To allow other team members to access it, select Share View.

Edit, Duplicate, or Delete Group Views

To edit a Group View

1. In the sidebar, navigate to Groups > Views.
2. Click the name of the Group View you want to edit.
3. When you are done with your changes, don't forget to click the Save button.

To duplicate or delete a Group View

1. In the sidebar, navigate to Groups > Views.
2. Click the name of the Group View you want to
3. Click the Tri-Dot icon at the top right.
4. Select Clone View or Delete View.

Use Group Views

Filter your groups by Group View

1. In the sidebar, navigate to Groups > List.
2. Click the Filter By dropdown
3. Click the Group Views field. 
4. Search for a Group View by name.

   • To select multiple Group Views, hold Ctrl and click each view.

     

Filter your reports by Group View

Many report

Permissions for Group Views

Important: If a user does not have permission to view a group, that group will not appear within the Group View for that user.

1. At the top-right corner, click the Gear Icon and choose Permissions. 
2. Click the Roles tab at the top. 
3. Click the pencil icon next to the name of the role you want to allow to use Group Views. 

4.  Under the GROUP-BASED heading, you will see the available Group Views permissions:

   

   • View: User can use the Group Views created by themselves or others
   • Add/Edit: User can create and edit Group Views
   • Share: User can share Group Views they create or are shared with them
   • Manage: Makes the person a Group Views admin of sorts. They can view and edit Group Views created by others without those views being shared with them.

Updated August 21, 2026 16:14