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Using Advanced Filters in People

Advanced Filters help you narrow down your People list using detailed criteria like age, gender, location, dates, and status. This is especially useful for reporting, communication, and follow-ups.

🎬 Watch the 30-second video: People: How to find the right people

Where to find Advanced Filters

  1. Go to People from the left sidebar

  2. Stay on the People list view

  3. Click Advance filters at the top of the table

A panel will open on the right side of your screen with all available filters.

👉 Log in to Gracely to follow along.

The filter panel (the button in Gracely reads "Advance filters"). Click + to open a filter — here ① Login status, with ② its options. Then ③ Apply filters. Clear filters removes them all. Your custom fields appear at the bottom.

How Advanced Filters work

  • You can add multiple filters at the same time — they work together (AND), not separately

  • Results update only after clicking Apply filters

  • You can clear everything with Clear filters

Once a filter is active, you will see a small indicator next to Advance filters.

Available filter options

The exact options depend on the data in your account. The panel includes:

Profile Status

Filter people by their current status:

  • All members

  • Visitors only

  • Non-visitors only

Useful when cleaning up your database or focusing only on certain members.

Login Status

Filter people by whether they have logged in to the My Gracely app or your church’s Portal:

  • All members

  • Logged in

  • Never logged in

Never logged in only shows people with an email address. Combine it with Profile Status → Non-visitors only to find the members you can send a login invite to.

Profile Created

Find people based on when their profile was created.

  • Great for finding recently added people

  • Helpful for onboarding and follow-ups

Age Group

Filter by your configured age groups, for example:

  • Child

  • Adult

  • Elder

This helps segment your church by age category quickly.

Gender

Filter people based on gender:

  • Male

  • Female

  • Unspecified

Useful for targeted communication or reporting.

Marital Status

Find people who are:

  • Single

  • Married

  • Divorced

  • Widowed

  • Unspecified

Helpful for group planning or pastoral care.

City, State, Zipcode

Filter people based on their location.

  • Ideal for local events

  • Useful for regional communication or visits

Birthday

Filter people by a month-and-day range.

  • Select a From and To date

Perfect for finding upcoming birthdays or planning birthday messages.

Baptism Date

Find people who were baptized within a specific date range.

  • Useful for ministry tracking

  • Great for follow-up conversations

Joined At

Filter people by when they joined your church.

  • Helpful for identifying new members

  • Useful for welcome or follow-up campaigns

Registration Date

Find people based on when they registered through forms or sign-ups.

Custom fields

Any custom fields your church has set up (in Church Settings → Extra Fields) also appear here as filters, matched to their type — text, multiple choice, or date range.

Applying filters

After selecting your filters:

  1. Review your selected criteria

  2. Click Apply filters at the bottom of the panel

  3. Your People list will update instantly

You can combine filters, for example:

  • Active members

  • Adults

  • Living in a specific city

  • With birthdays this month

Clearing filters

To return to your full People list:

  • Click Clear filters at the bottom of the panel

This removes all active filters at once.

Helpful tips

  • Advanced Filters are perfect before sending emails or SMS to a segment

  • Combine filters with sorting for even better results

  • Filters do not change data, they only change what you see — so experiment freely

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