Using a simple filter in Panel Manager

Panel Manager provides tools for managing the panellists held in the database.  Panellists must be selected using a filter.  Simple filters provide a quick way of searching for panellists by name and/or email address.

From the Panel Management menu, select Panel Manager.

 A subset of panellists must be selected to work with by executing a filter.  Select the Filter button from the toolbar to display the Filter View.

A simple filter can be used to search based on first name, last name and/or email address.  It is not necessary to know the exact name or email address, partial names can be entered along with a suitable search option.

Next to each field is a dropdown list which specifies the type of search to be made using that field.  At least one of the fields must be entered. 

Search Type Description
Begins With Return all panellists in the database where the field begins with the letter or letters entered.
Contains Return all panellists in the database where the field contains the subset of letters entered.
Ends With Return all panellists in the database where the field ends with the letter or letters entered.
Exactly Return all panellists in the database where the field matches exactly the letters entered.
Sounds Like
Return all panellists in the database where the field sounds like the letters entered here. This type of search is useful for finding panellists where the exact spelling of their name is not known, or may have been entered wrongly in the database.

If more than one field is entered they must all be true for the panellist to be returned (i.e. conditions are joined with an AND).  The fields are not case-sensitive.

Example - Simple Filter

For example, to find all panellists where the first name begins with ‘j’ and the lastname is ‘baker’.

Select the Simple Filter radio button, enter the Firstname of j with search type Begins With, and the Lastname of baker with search type Exactly.  Press Execute.

After a few moments, the filter results will be returned and displayed as follows (depending on the contents of your database).

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