How do I set a Search Filter?

Admin users can apply search filters on the Main, Survey, Employee Giving, Nomination, and Volunteer Events tabs to refine their search criteria and generate targeted results. This powerful tool allows users to streamline their workflow and access the most relevant information within the application.

Proceed through the following steps to customize the search filters to meet your specific needs.

Step 1: Select a Tab

Navigate to the Main, Survey, Employee Giving, Nomination, or Volunteer Events tab within CyberGrants.

Step 2: Access Settings

Click on the Settings option.

Step 3: Edit Filters

Click on Edit/Add Search Filters.

Step 4: Save Preferences

Choose your desired filter preferences and click Save Settings.

Step 5: View Filters

Your saved filter preferences will now be displayed on the tab.

Step 6: Manage Filters

At any time, you can click the + Add Filter button to include additional filters or the X icon to remove existing ones.

What else do you need help with?

• How do I use the Search Configuration Module?
• How do I add Columns to Search Results?
• How do I define Organization and Request Search Criteria?
• How do I request a Quick View for a Search Result?
• How do I create or remove a Favorite Search?
• How do I view the Request Scan Status Column?

Not what you're looking for? Navigate to Understanding Search Configuration