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Using the Contact Filters on a Progress Board, you can filter the progress displayed in each card by the attributes of the contacts tagged in the stories and survey responses.

Steps

  1. Access a Progress Board

  2. Press the Filter Contacts button on the Progress Board

  3. The Filters Overlay appears

  4. Use the filters to filter the contacts

  5. Press Apply

  6. The cards on the Progress Board will update to show the filtered progress

Criteria you can filter by

Criteria

Description

Project

Contact category fields

Filter by the characteristics of your contacts that are entered into your Contact Forms.

  • The Contact category fields section has a filter for each populated field that appears in at least one of your Contact Forms

Progress & Survey fields

Filter by the progress data stored about your contacts and their survey responses.

  • The Progress & Survey fields section has a filter for Progress Trackers

  • For Use the Min and Max quantity ranges to filter Attendance Trackers.

    • For example, to filter responses from contacts who attended less than 5 sessions,

      • open the Session Attendances filter

      • set the Max number to 5

      • leave the Min field blank

      • then click Apply

  • For Multiple Choice trackers: Select the Answer Choices you want to filter for and then click Apply

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