I'm trying to set up a view (kind of an admin report view) which shows a list of members based on certain filters set up in the view. This is for a large homeschool coop.
- membership type (exposed - user select which type)
- membership status (current, new, grace)
- filtering out those with Do Not Email option checked since this leaves us mostly with those attending our coop days (primary member and kids)
- contact sub type (exposed - user can select adult and/or child)
I have two issues.
The first is that instead of checking for the Do Not Email option, I would much rather be showing Primary Membership Member. But then I have trouble showing the kids as well. I haven't yet learned enough about Views to figure this one out, but I'm getting there slowly but surely. Pretty sure I can figure this out eventually. I can live with current solution for now.
My main problem is that I need one more filter. Some kids in an otherwise active family no longer attend coop (gone off to college, whatever), so I have a Custom Data field to indicate that they are inactive. I have also tried a tag called Inactive Child.
I can't filter on either of these though. I set up a filter and set it to show all records that DON'T have the tag or the custom data field option checked and I get incorrect results for tags (shows people who have any tag at all, not just the one I chose and doesn't show anyone with 0 tags), or NO results (when I use the custom data field). If I set the filter to SHOW those contacts with those option(s) checked, it works. But I can't seem to EXCLUDE them from my results.
Pretty sure I am missing something with how to set this up correctly, but after about 7 hours of trying, I haven't figured it out.
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