Using the search bar to search and filter events, attendees, orders and payments

At the head of some listings pages there is a very powerful search/filter bar which lets you drill down quickly and accurately into your data. You can use this functionality to quickly find a record or to build reports. You can even export your results into Excel

You'll find the search/filter var on the following listing pages:

  • events
  • orders
  • payments
  • attendees

Here's what it looks like on the orders page:

  1. Start typing to begin a search. As soon as you've entered 3 or more characters, EventHQ will start searching for you. Whilst EventHQ is working, a spinning icon will appear to the right of the search bar
  2. You can pre-filter your search results by using the filter dropdown. The filters available vary depending on the records being searched

Filtering records

There are four "types" of filters:

Multiple choice filters (e.g. filter by record status)

A multiple choice filter lets you filter records by one or more selections. Examples include:

  • Filter records where status is one of the selected statuses
  • Filter orders relating to one or more of the selected events
  • Filter attendees who have one or more of the selected tickets
  • Filter attendees who have one or more of the selected workshops
  • Filter attendees who have used one or more of the selected discount codes
  • Filter payments made via one of the selected payment methods
  • Filter events which have one or more of the selected tags
Multiple choice filters (e.g. filter by record status)

Single choice filters (e.g. is a test order)

A single choice filter requires you to choose one specific option to filter by, usually in the format "yes" or "no". Examples include:

  • Filter records which are/are not test records
  • Filter events which are/are not open for registration
  • Filter attendees who do/do not accept marketing
Single choice filters (e.g. is a test order)

Numeric comparison filters

A numeric comparison filter allows you to filter by comparing a property (e.g. value) against a number of your choice. Comparisons available are: greater than, less than and equal to. Examples include:

  • Order value
  • Order balance due
  • Order VAT value
  • Payment value
  • Payment additional fee values
Numeric comparison filters

Date comparison filters

A date comparison filter allows you to filter records by comparing a property (e.g. date created) against a date of your choice. You can filter records before or after the date of your choice. There are also a few shorthand filters including "this quarter", "this month" and "this week" which help speed up your workflow. Examples include:

  • Record created
  • Record marked as completed
  • Event start date
  • Order payment due by
Date comparison filters

You can apply multiple filters at one time

There are no limits to the number of filters you can apply. Multiple filters are treated as "AND" searches. In other words, a record must have both filters in order to be returned as a result.

You can apply multiple filters at one time

Productivity tips

  • Your filters, search terms and column ordering will remain in place even if you navigate away from the search page. This means you can go into a record of interest, return to the search page and your search results will still be there.
  • Once you've built a report using filters/search terms and ordering, simply click the "export" button to download your results to a CSV file (can be opened in Excel)
  • To delete a filter, simply click the "x" icon to the right of the filter tag

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