The Member Group list in Argenta can be filtered for several important purposes. One is to narrow down your list by specific criteria to quickly find the records you need. Another is to get an accurate count of Member Groups that match your selected criteria. Filtering is an essential skill for efficiently managing your organization's member groups.
Accessing the Member Groups List
To access the Member Groups list, navigate from the Argenta main menu on the left-hand side to Membership > Member Groups. This will open the Member Groups list screen where you can view, filter, sort, and manage all your member groups.
Opening the Filter Panel
To filter the Member Group list, click the “Filter List” button located near the top of the screen. This will expand the “Filter Member Groups” panel, revealing all available filter options.
Available Filter Criteria
The filter panel provides multiple criteria options to help you find exactly the records you need. You can use one or multiple filters together to narrow your results:
Group Status
Filter groups by their active or inactive status. Options include:
- Active Groups – Shows only groups currently marked as active
- Inactive Groups – Shows only groups that have been deactivated
- Any Status – Shows all groups regardless of status (default)
You can select multiple status options using the checkboxes, or use the “Check All” option to select all statuses at once.
Group Level
Filter by the organizational level assigned to each group. Group levels are customizable in your Argenta settings and might include designations like “Local,” “Regional,” “National,” or any custom levels your organization has created. Select one or multiple levels to filter by.
Group Category
Filter by the category assigned to each group. Categories help organize your groups by type or purpose. Select one or multiple categories from the dropdown to narrow your results.
Group Leader/Team Member
Filter by the team member assigned as the group leader or owner. Start typing the team member's name in the search field, and matching results will appear. You can also:
- Click the Clear button to remove the selection
- Click the Unassigned button to find groups without an assigned team member
- Click the Open button to view the selected team member's record
Date Started Range
Filter groups by when they were started using a date range. Enter a start date, end date, or both:
- Start Date only – Shows groups started on or after this date
- End Date only – Shows groups started on or before this date
- Both dates – Shows groups started within the specified range
Use the calendar picker to select dates, or type them directly in the format your system uses.
Chapter
For organizations that use chapters, filter groups by their assigned chapter. This is useful for multi-chapter organizations to view groups belonging to specific chapters.
Division
Filter groups by their assigned division within your organization's structure.
Department
Filter groups by their assigned department.
District (Political Organizations)
For political organizations, filter groups by their assigned district. This field appears when your organization has political features enabled.
Precinct (Political Organizations)
For political organizations, filter groups by precinct. Note: You must select a District first before precincts become available.
Applying the Filter
After selecting your desired filter criteria:
- Click the “Filter List” button at the bottom of the filter panel
- The list will refresh to show only the groups matching your criteria
- The “Total Records” label above the list will update to show how many groups match your filter
Filter Persistence
Filters are persistent, meaning even after you navigate into a record to view or edit it and return to the main list, your filter settings will remain in place. This allows you to work through a filtered list without losing your criteria.
Canceling the Filter
To clear all filter criteria and return to viewing all records, click the “Cancel Filter” button. This will reset the list to show all Member Groups.
Saving and Loading Filters
You can save your filter settings for future use:
To Save a Filter:
- Apply your desired filter criteria
- Look for the filter menu icon in the filter panel header
- Choose “Save Filter”
- Enter a descriptive name for your filter
- Click “Add This Filter”
To Load a Saved Filter:
- Open the filter menu
- Choose “Load Filter”
- Select the saved filter from the list
- The filter will be applied automatically
To Delete a Saved Filter:
- Open the filter menu
- Choose “Delete Filter”
- Select the filter to delete
- The filter will be removed and the list will reset
Sorting the Filtered Results
After filtering, you can sort the results using the “Sort The List By” options:
Sort Fields Available:
- Member Group ID
- Date Group Started
- Group Name
- Chapter
- Department
- Division
- District
- Precinct
Sort Order:
- Ascending – A to Z, oldest to newest, smallest to largest
- Descending – Z to A, newest to oldest, largest to smallest
Quick Search
For quick lookups, use the Search box at the top of the page. You can search by:
- Member Group ID – Enter the numeric ID
- Group Name – Enter part or all of the group name
Click the search icon to perform the search, or the X icon to clear the search and return to the full list.
Exporting Filtered Results
After applying a filter, you can export the filtered results:
- Export List – Exports the basic list view data for the filtered groups
- Export Data – Exports comprehensive data for the filtered groups (when available)
Exports are typically generated as CSV or Excel files that you can download and use for reporting, analysis, or importing into other systems.
Example: Finding Active Groups in a Specific Category
Here's an example of how to use filtering effectively:
- Click “Filter List” to open the filter panel
- From Group Status, select “Active Groups”
- From Group Category, select your desired category
- Click “Filter List” to apply
- The “Total Records” label will show how many active groups exist in that category
- The list displays only those matching groups
Tips for Effective Filtering
- Start broad, then narrow: Begin with one or two criteria, then add more to refine your results
- Save commonly used filters: If you frequently need the same filter combination, save it for quick access
- Check the total count: The “Total Records” indicator helps confirm your filter is working as expected
- Use date ranges for reporting: Date filters are particularly useful for periodic reports (monthly, quarterly, yearly)
- Combine with sorting: After filtering, sort the results to organize them in the most useful order for your task