All Filters Reference

Filter fields and descriptions
Field	Description
Search	Search for an account by name, if known.
Identity Information
First Name	Filter by the person's first name(s).
Last Name	Filter by the person's last name (surname).
Email	Filter by the email listed on the account. This does not need to be the primary email address.
Phone Number	Filter by the phone number listed for the account. This does not need to be the primary phone number.
Pager Number	Filter by the pager number listed for the account. This does not need to be the primary pager number.
Organization Memberships
Organizations	Add an organization to search within.
Only Primary Organizations	Enable if you want to show only accounts with the selected organization listed as their primary organization.
Organization Status	Filter by the status that the accounts show as their status for the selected organization: Pending, Accepted, Withdrawn, Researching, Rejected.
Organization Role	Filter by the organization role of the account: Base User or Administrator (default roles), or other non default roles you have available.
Unaffiliated	Filter by the affiliation status of accounts that aren't currently affiliated with an organization: None - the accounts have not requested membership in any organization. Not Accepted - the accounts have any status other than Accepted (including None). Rejected only - the accounts have been rejected. Withdrawn only - the accounts have been withdrawn. Pending only - the accounts have a pending status. Researching only - the accounts have a researching status.
Group Memberships
Contains Group	Filter by whether the account is a member of any or all of the groups specified in the Group field.
Account Information
Email Issues	Filter by whether the account's email addresses have reported an issue: Invalid Address, Unsubscribed, Marked as Spam. These filters allow you to search for, review, and fix issues related to the email issue selected. When you set this filter, click on any of the accounts that display email issues to view their profile, then click Review Issues next to the flagged email issue. Either edit the email preferences to fix the issue or clear the warning. Depending on the specific issue, reviewing and fixing email issues in this way may not resolve the issue. If an email is marked as spam, for example, and the issue is resolved, it could reoccur in future, if the email is marked as spam by an email provider.
Contact Issues	Filter by whether the account's contact numbers have reported an issue: Consent for Text Unavailable. This filter allows you to search for, review, and fix issues where the account holder has not consented to receive text messages and may not receive necessary notifications.
Contact Method	Filter by the contact method listed: Voice, Fax, Pager, Text, Email.
System Role	Filter accounts by their system role: Volunteer, Local Admin, Client Admin.
Account Status	Filter account by their account status: Active, Inactive, Closed.
Last Login Date
After / Before	Filter accounts by the last time the user logged in, specifying the logged in the after and before date range.
Last Updated Date
After / Before	Filter accounts by the last time the account was updated, specifying the update date in the after and before date range.
Registration Date
After / Before	Filter accounts by the registration date, specifying the registration date in the after and before date range.
Location Information
City	Filter by the city where the account holder lives.
Zip Code	Filter by the zip code where the account holder lives.
State	Filter by the state where the account holder lives.
County	Filter by the county where the account holder lives.
Tribe	Filter by the tribe to which the account holder belongs, if applicable.
Region	Filter by the region where the account holder lives.
Work State	Filter by the state in which the account holder works.
Military State	Filter by the military state to which the account holder belongs.
Occupation
Occupation Group	Filter by occupation group: Behavioral Health, Medical, Non-Medical, Public Health.
Occupation	Filter by the specific occupation. If you have specified an occupation group, this field is refined to show only occupations belong to that group type.
Credential	Filter by whether the accounts have the selected credentials.
Status	Filter by the status of the accounts background check.
ECL	Filter by whether the accounts have the selected ECL.
Professional Status	Filter by whether the accounts have the specified professional statuses.
Place of Practice Type	Filter by the place of practice type: Clinic, Hospital, Other.
Hospital	Filter by the specified hospital association.
License state jurisdiction	Filter by the state/jurisdiction of the account holder's licenses.
Deployment Preferences
Deployment Duration	Filter by the deployment duration preferences the account holder listed on their profile.
Deployment Location	Filter by the deployment location preferences the account holder listed on their profile: Out-of-State, In-State, Local, Within District, Within Region.
Prior Commitments	Filter by whether the account holder has specified if they have prior commitments.
Prior Commitment Organizations	Filter by which organizations the account holder has prior commitments to.
Trainings, Skills & Certifications
Contains Skills	Filter by whether the account lists any or all of the specified skills added to the Skills field.
Languages	Filter by whether the account holder knows the specified languages.
Contains Training Courses	Filter by whether the account lists any or all of the specified courses added to the Training Courses field.
Training Course Status	Filter by whether the account holder has the specified training course status: Expired, Failed, Not Checked, Success, Unknown.
TRAIN Courses
Course Name	Filter by whether the account holder has listed the specified TRAIN courses.
Course Number	Filter by whether the account holder has listed the specified TRAIN course numbers.
Background Check
Type	Filter by the background check type performed for the account.
Status	Filter by the status of the background check performed for the account.
ESAR VHP ID
ID	Filter by the unique ID number for each volunteer within the Emergency System for Advance Registration of Volunteer Health Professionals (ESAR-VHP).
Badge
Badge Number	Search by the badge number, if known.

Search

Search for an account by name, if known.

Identity Information

First Name

Filter by the person's first name(s).

Last Name

Filter by the person's last name (surname).

Email

Filter by the email listed on the account. This does not need to be the primary email address.

Phone Number

Filter by the phone number listed for the account. This does not need to be the primary phone number.

Pager Number

Filter by the pager number listed for the account. This does not need to be the primary pager number.

Organization Memberships

Organizations

Add an organization to search within.

Only Primary Organizations

Enable if you want to show only accounts with the selected organization listed as their primary organization.

Organization Status

Filter by the status that the accounts show as their status for the selected organization: Pending, Accepted, Withdrawn, Researching, Rejected.

Organization Role

Filter by the organization role of the account: Base User or Administrator (default roles), or other non default roles you have available.

Unaffiliated

Filter by the affiliation status of accounts that aren't currently affiliated with an organization:

None - the accounts have not requested membership in any organization.
Not Accepted - the accounts have any status other than Accepted (including None).
Rejected only - the accounts have been rejected.
Withdrawn only - the accounts have been withdrawn.
Pending only - the accounts have a pending status.
Researching only - the accounts have a researching status.

Group Memberships

Contains Group

Filter by whether the account is a member of any or all of the groups specified in the Group field.

Account Information

Email Issues

Filter by whether the account's email addresses have reported an issue: Invalid Address, Unsubscribed, Marked as Spam.

These filters allow you to search for, review, and fix issues related to the email issue selected. When you set this filter, click on any of the accounts that display email issues to view their profile, then click Review Issues next to the flagged email issue. Either edit the email preferences to fix the issue or clear the warning.

Depending on the specific issue, reviewing and fixing email issues in this way may not resolve the issue. If an email is marked as spam, for example, and the issue is resolved, it could reoccur in future, if the email is marked as spam by an email provider.

Contact Issues

Filter by whether the account's contact numbers have reported an issue: Consent for Text Unavailable.

This filter allows you to search for, review, and fix issues where the account holder has not consented to receive text messages and may not receive necessary notifications.

Contact Method

Filter by the contact method listed: Voice, Fax, Pager, Text, Email.

System Role

Filter accounts by their system role: Volunteer, Local Admin, Client Admin.

Account Status

Filter account by their account status: Active, Inactive, Closed.

Last Login Date

After / Before

Filter accounts by the last time the user logged in, specifying the logged in the after and before date range.

Last Updated Date

After / Before

Filter accounts by the last time the account was updated, specifying the update date in the after and before date range.

Registration Date

After / Before

Filter accounts by the registration date, specifying the registration date in the after and before date range.

Location Information

City

Filter by the city where the account holder lives.

Zip Code

Filter by the zip code where the account holder lives.

State

Filter by the state where the account holder lives.

County

Filter by the county where the account holder lives.

Tribe

Filter by the tribe to which the account holder belongs, if applicable.

Region

Filter by the region where the account holder lives.

Work State

Filter by the state in which the account holder works.

Military State

Filter by the military state to which the account holder belongs.

Occupation

Occupation Group

Filter by occupation group: Behavioral Health, Medical, Non-Medical, Public Health.

Occupation

Filter by the specific occupation. If you have specified an occupation group, this field is refined to show only occupations belong to that group type.

Credential

Filter by whether the accounts have the selected credentials.

Status

Filter by the status of the accounts background check.

ECL

Filter by whether the accounts have the selected ECL.

Professional Status

Filter by whether the accounts have the specified professional statuses.

Place of Practice Type

Filter by the place of practice type: Clinic, Hospital, Other.

Hospital

Filter by the specified hospital association.

License state jurisdiction

Filter by the state/jurisdiction of the account holder's licenses.

Deployment Preferences

Deployment Duration

Filter by the deployment duration preferences the account holder listed on their profile.

Deployment Location

Filter by the deployment location preferences the account holder listed on their profile: Out-of-State, In-State, Local, Within District, Within Region.

Prior Commitments

Filter by whether the account holder has specified if they have prior commitments.

Prior Commitment Organizations

Filter by which organizations the account holder has prior commitments to.

Trainings, Skills & Certifications

Contains Skills

Filter by whether the account lists any or all of the specified skills added to the Skills field.

Languages

Filter by whether the account holder knows the specified languages.

Contains Training Courses

Filter by whether the account lists any or all of the specified courses added to the Training Courses field.

Training Course Status

Filter by whether the account holder has the specified training course status: Expired, Failed, Not Checked, Success, Unknown.

TRAIN Courses

Course Name

Filter by whether the account holder has listed the specified TRAIN courses.

Course Number

Filter by whether the account holder has listed the specified TRAIN course numbers.

Background Check

Type

Filter by the background check type performed for the account.

Status

Filter by the status of the background check performed for the account.

ESAR VHP ID

ID

Filter by the unique ID number for each volunteer within the Emergency System for Advance Registration of Volunteer Health Professionals (ESAR-VHP).

Badge

Badge Number

Search by the badge number, if known.

All Filters Reference

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