In Tithe.ly ChMS, you can easily view all people, pick only the information you want to view and export that view! In this article we will walk through those three components of the People section!
Viewing All People
When you log into the Admin Area and navigate to the ‘People’ page, it will by default show a search bar. If you use the ‘Views’ at the top, you might notice you cannot see all the people you thought should have come up.
The reason for this is the ‘Filter’ option. By default, it will only show you active people. To view all people, simply change the filter settings to suit, or by clicking on the ‘Clear Filters’ button.
Setting up Default Columns in People Settings
When viewing People in ChMS, it is so helpful to only see the information that you need to see! This helps you stay focused and work as efficiently as possible. Take a look at this next section on how to limit what columns of information are appearing in your people view.
- Go to Settings and once the page loads select People.
- Find the ‘Default Fields to Display’ heading – in this section, you can set the default columns to show for your account. All People Views will use this setting unless defined otherwise by the other methods below.
Exporting Your People View
After you have obtained the information that you need, it may be helpful to export that information out of ChMS! To export a People View, simply select the Export option at the top of the screen.
This will bring up a modal window allowing you to choose the format of the exported file.