When you first open the Members page, the displayed table is filtered by Members for the current grant year who have a status of “Serving”.

You can search within that group by using the input box labeled “Search”, just above the table and to the right.

You can sort the table by clicking the table column headers.

Select the Columns button (far left) to choose which data to display.

The filters in the beige area directly below the blue page header allow you to run a more customized search.

Search by Name
You can search by full name or first name or last name using the “Name” input box. Recommend that you change all the other values to All or blank. Click the Search button to initiate the new search.

Account Status
Choices are “Active”, “Inactive”, or “All”. Default is “Active”

Programs
This is the grant funding programs list so you can drill in on a specific program. Default is “All”.

Filters
These are a combination of searching by Status and some pre-built filters.

• Onboarding, Ready to Start, Serving and Suspended filter on the Member status that matches
• Exited will filter on the status of “Successfully, CPC, and Early”
• Exiting Soon filters on the exit date that is 7 days before today and 14 days after. If run on Aug 8, 2023, it would be exit date between 2023-08-01 and 2023-08-14
• Not Started Yet looks for member start date greater than the current date
• Need to Sign MSA filters on members who have been marked as “Ready to Start” and do not have a signed MSA.
• All does not apply a filter against the member status and opens an advanced filter to allow you to select a start and end date range.