While the general search bar in Salsa is a helpful starting point, there may be times when you need more control over your search results. This video shows how to use the Supporter List view to apply filters, refine your results, and export your data.
In this video, you’ll learn:
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How to run a filtered supporter search: Use the Manage Supporters > List Supporters tool to filter records by fields like last name, state, or other profile details.
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How to apply and remove filters: Add multiple criteria to narrow your results, and remove filters easily when you need to adjust your search.
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How to export your filtered list: Download your results into a spreadsheet so you can analyze, sort, or share the data outside of Salsa.