Advice and answers from the Tribal Habits Team

How do I create or save custom user searches?

You can save frequently used searches on the Users page in Admin.
Written by David King
Updated 8 months ago

Within the People/Users view in your Admin area, there is a filter panel on the right. You can use this filter panel to search through your users, save popular searches and even create enrolment rules for your topics. 

You can create searches based on standard user demographics (names, email addresses, staff/client/prospect) as well as creation dates, login dates and their manager's details. 

In addition, you can have up to five custom fields of demographics to use in your searches - fields like role, location, title, team and so on. 

As you filter your users with updated search results, you will see the filtered list of users displayed on the screen. You can download a CSV of this filtered list using the link on the bottom left of the screen.

Finally, you can save searches for future use, or use searches for enrolment rules.

Save common searches and filters

You can  save any search for future use via the Saved Search button at the end of the filter box. 

Saved searches are available to all admins (they are not unique for each admin). Saved searches appear at the top of the search box on the People view - just click the search icon to activate them (or the trash icon to delete them). 

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