Using the People Database

The All People Listing in your Retreat Guru database.

Click on the x registrations (in blue) in the Program column to view a list of their registrations.

See also, Matching People and Registrations.

Click on a person's name (in blue) to view/edit their Person record.

Search and Filter

You can search and filter the People Database by clicking the Filters and Reports link.

Popular filters include:

  • Search People (box at top right of People page)
  • Has a Personal Credit Balance
  • Program (has attended a specific program)
  • Program Category (has attended one or more programs in this Category)
  • Not attended (any programs in this Category)

Export to CSV

Once filtered, you may export the results as a CSV file to be analyzed in an external application like Microsoft Word or Google Sheets.

Buttons to Export Results and Export Results (with all columns) will appear at the bottom of the filtered view.

 

 


rg-favicon-32People are everywhere!

If you have questions or comments, contact your friendly support guru.