Common Data Views in the Profile Selector: How Do I Run Pre-determined Searches?

Question
How can I run pre-determined searches for members, prospects, related profiles, or members with outstanding invoices?

 

Resolution

Common Data Views are pre-selected searches based on what you might most often want to view.

1. On the menu go to Profiles > Select Profiles or press F2.

2. Click the Common Data Views tab.

3. Select a Data View from the drop down.
 - All Members: Member = true and profile inactive = false.
 - All Members and Main Profiles: Member = true and profile inactive = false and the related profiles designated as the main contact of the member profiles.
 - All Members and Profiles Who Receive Communication: Member = true and profile inactive = false an the related profiles designated to receive communication on behalf of the related profile.
 - All Members and Primary Relations: Member = true and profile inactive = false and the related profiles who's relationship is a 'Primary' relationship.  Typically the primary relationship is the employee relationship.
 - All Profiles with Unpaid Invoices: Any profile that has an unpaid invoice regardless of when it is due.
 - All Profiles with Invoices 30 Days Past Due: Any profile that has an unpaid invoice that is 30 days past due.
 - All Profiles with Invoices 60 Days Past Due: Any profile that has an unpaid invoice that is 60 days past due.
 - All Profiles with Invoices 90 Days Past Due: Any profile that has an unpaid invoice that is 90 days past due.
 - All Profiles with Invoices 120+ Days Past Due: Any profile that has an unpaid invoice that is 120+ days past due.
 - All Profiles with an Invoice DUE In The Next 7 Days: Any profile that has an unpaid invoice that is Due in the next 7 days.
 - All Profiles with an Invoice DUE In The Next 14 Days: Any profile that has an unpaid invoice that is Due in the next 14 days.
 - All Profiles with an Invoice DUE In The Next 30 Days: Any profile that has an unpaid invoice that is Due in the next 30 days.
 - All Profiles with an Invoice DUE In The Next 60 Days: Any profile that has an unpaid invoice that is Due in the next 60 days.
 - All Organizations: All profiles in the Database that are flagged as an organizations.
 - All Individuals: All profiles in the Database that are flagged as an individual.
 - All Prospects: All profiles marked as a prospect.
 - All My Prospects: All profiles marked as a prospect and assigned on the details tab to the currently logged in user.
 - All Profiles with unpaid DUES invoices: This will pull ALL profiles that have unpaid DUES invoices.
 - All Profiles with unpaid DUES invoices 30 days past due: This will pull ALL profiles that have unpaid DUES invoices that are 30-59 days past due.
 - All Profiles with unpaid DUES invoices 60 days past due: This will pull ALL profiles that have unpaid DUES invoices that are 60-89 days past due.
 - All Profiles with unpaid DUES invoices 90 days past due: This will pull ALL profiles that have unpaid DUES invoices.All Profiles with unpaid DUES invoices: This will pull ALL profiles that have unpaid DUES invoices that are 90-119 days past due.
 - All Profiles with unpaid DUES invoices 120 days past due: This will pull ALL profiles that have unpaid DUES invoices that are 120 or more days past due.

4. Click Run Data View to run the search. Your results will then appear in the datagrid.

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