Knowledge Base

Steps:

1. Click on the People tab.
2. Click the filter icon in the search bar.
3. Filter by:
   
   • Multiple categories (e.g., attendance, serving, groups)
   • Various engagement levels (e.g., active, at risk, disengaged)
4. Example: To find people at risk in both attendance and serving, turn both categories on and click Apply.
5. Save your filter:
   
   • Click Save Filter
   • Name it for reuse
6. Access this filter in My Filters, and note: filters saved in the People tab can also be applied in the Alerts and Opportunities tabs.