Results, Reports, Actions¶

The results page always shows the same columns, regardless of the Conditions in the search. Use the Blue Toolbar to run reports or take action on the people in the results.

Create a New Search¶

Step 1

Go to People > Search Builder > New. The Conditions dialog opens.

Step 2

Type a keyword in Filter to find a Condition, or click Categories and select a category. Click the Condition to add it to the search.

Step 3

Select a Comparison and a value. The options depend on the Condition. For example, Church Member Status offers the Comparison Equal with one code from the list, or One Of with several codes.

Step 4

Click Run to view the results.

Note

If Auto refresh? is checked, the search runs automatically after each change.

Step 5

Add any other Conditions the search needs.

Important

When a search has more than one Condition, select the correct option on the top Group: Match All, Match Any, Match None, or Match Not All.

Step 6

Click Save or Save As. For an unsaved draft, both do the same thing. Enter a short, descriptive name. To let other users run the search, make it Public.

Groups¶

Each search contains at least one Group, and you can add more. A Group is a set of Conditions joined by the Match option at its top: All, Any, None, or Not All. Click + Group to add a Group inside the current one, so one search can combine different match types. For example, a top Group set to Match All can require Member status, while a Group inside it set to Match Any finds people enrolled in either of two Involvements. The cog menu on a Group includes Copy, Paste, Insert Group Above This, and Delete.

View Code¶

View Code, below the Conditions in an open search, shows the code Search Builder uses to run the search. In the code, OR joins Conditions under Match Any, and AND joins Conditions under Match All.

Use it to:

1. Review the entire search without opening each Condition.

2. Copy the search into a Python script, so the script does not need to reference a saved search.

Convert to Search¶

Many pages in TouchPoint offer Convert to Search, which builds a search automatically. For example, on a Meeting page, the Blue Toolbar > Gear menu lets you convert Attendees, Absentees, or Guests to a search. The search runs immediately, and you can use the Blue Toolbar on the results as you would for any other search.

Status Flags¶

Search Builder is also used to create Status Flags. The Search Builder Deep Dive training video covers Status Flags, building searches, and troubleshooting.

Condition Categories¶

Conditions are grouped into 17 categories. The Conditions dialog opens on the All tab, where you can filter by keyword, or you can select a category from Categories.

Personal

Age, gender, marital status, employer, occupation, and other Conditions about an individual

Family

Position in family, number of family members, children in the family, and other family Conditions

Address

Resident code, ZIP code, city, and other address Conditions

Contact Info

Phone numbers, email addresses, texting, and other contact Conditions

Task And Notes

Notes and Tasks, including Keywords, who a Task is assigned to, and who a Task or Note is about

Membership

Campus, member status, join date, decision type, and other church membership Conditions

Ministry

Contacts, emails sent and received, and Tasks

Enrollments

Current enrollments, including member type, sub-group, and number of enrollments

Enrollment History

Enrollment dates and past enrollments

Current Involvement

People related to the Involvement you viewed most recently, such as members, prospects, and previous members

Volunteer

Volunteer status, volunteer applications, approval codes, and other items on a person’s Volunteer tab

Recent Attendance

Attendance within a number of days, including children’s attendance

Attendance Dates

Attendance within a date range

Extra Values

Person and family Extra Values

Contributions

Envelope options, statement options, giving history, and other contribution Conditions. For an overview, watch the Search Builder Conditions (Contributions) training video.

Important

You must have the Finance role to get results from these Conditions. Without it, the search returns 0 people and does not show an error.

Miscellaneous

Conditions that do not fit in the other categories

Admin

User accounts, record creation dates and creators, and other system Conditions

Rewrote the article in a concise, professional style, replaced the YouTube videos with the current training videos, updated the New Search menu path, and added the Task And Notes and Search Builder Restrictions information. Expanded the Groups section.