Group Views allow you to create a saved list of groups based on what you define to be used throughout your ChMS and can be shared with multiple users. By default, Group Views are user-specific but can be favorited for easy access.
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Ideas for use:
- Identify the most common reports you run and create a Group View for each
- Log in as a team member (full Admin permissions only) and favorite a group view for their use
- Save a list of groups who you commonly mass contact
For example, if you’re tracking giving trends by age group and campus, create a Group View that contains both your desired age groups and campus group. In Reports → Giving, navigate to any Group button filter, and you’ll then be able to select your Group View as a filter option.
Enable Group View
Turning on Group Views is as simple as a checkbox. Under General Settings → Groups → check the box for Use Group Views.
Make sure to click SAVE to complete adding the feature.
Creating a Group View
In the sidebar menu, navigate to Groups → Views, and click on Add View. Add a brief but descriptive title, then select the Properties, Aggregates, or Groups that should be included in your view. By default, Group Views are visible within just your profile. If helpful to your team, select “Share View” so your view is visible for team members.
Pro-Tip: Share Group Views with discretion to avoid list ‘bloat.’
Use Group Views
Once your Views are setup, they will show on the right side of Groups → List. The filter tool can be minimized or expanded to move it out of the way if needed.
Group Views can also be found in many reports under the Group filter button.
Important Note: If a user does not have permission to view a certain group, that group will not appear within the Group View for that user.
Under Settings → Permissions, you can select if a given role can view, add/edit, share, or manage group views. Permissions to "Manage" Group Views provide the ability to view/edit/add/delete Group Views other than your own.