Common Data Views in the Profile Selector: How Do I Run Pre-determined Searches?

Question
How can I run pre-determined searches for members, prospects, related profiles, or members with outstanding invoices?

Resolution

Common Data Views are pre-selected searches based on what you might most often want to view.

1. On the menu go to Profiles > Select Profiles.

2. Click the Common Data Views tab.

3. Select a Data View from the drop down.

All Members: This shows all profiles that are currently added as members.

Membership does not require a membership level. To confirm membership, go to the Profile View screen and you will see a Drop Member button (top left) if they are currently a member.

All Members and Main Contacts: This shows all profiles that are currently added as members and also related profiles that are set as the main contact of those members (based on relationship settings).
All Members and Profiles Who Receive Communication: This shows all profiles that are currently added as members and also related profiles that are set up to receive communication on behalf of those members (based on relationship settings).
All Members and Primary Relations: This shows all profiles that are currently added as members and also related profiles that are set as primary relationships (e.g., an employee) in your Relation Type settings.
All Individuals Who Receive Communication From a Member: This shows all profiles that receive communication on behalf of a member profile (based on relationship settings).
All Individuals Who Receive Communication From a Member (Excluding the Main Contact): This shows all profiles that receive communication on behalf of a member profile, but are not also set as the main contact (both based on relationship settings).
All Profiles with Unpaid Invoices: This shows all profiles with at least one unpaid invoice (of any past due amount).
All Profiles with Invoices 30 Days Past Due: This shows all profiles with at least one unpaid invoice (at least 30 days past due).
All Profiles with Invoices 60 Days Past Due: This shows all profiles with at least one unpaid invoice (at least 60 days past due).
All Profiles with Invoices 90 Days Past Due: This shows all profiles with at least one unpaid invoice (at least 90 days past due).
All Profiles with Invoices 120 Days Past Due: This shows all profiles with at least one unpaid invoice (at least 120 days past due).
All Profiles with an Invoice DUE In The Next 7 Days: This shows all profiles that have at least one invoice with a due date that is within the next 7 days.
All Profiles with an Invoice DUE In The Next 14 Days: This shows all profiles that have at least one invoice with a due date that is within the next 14 days.
All Profiles with an Invoice DUE In The Next 30 Days: This shows all profiles that have at least one invoice with a due date that is within the next 30 days.
All Profiles with an Invoice DUE In The Next 60 Days: This shows all profiles that have at least one invoice with a due date that is within the next 60 days.
All Organizations: This shows all profiles that were created as organizations.
All Individuals: This shows all profiles that were created as individuals.
All Prospects: This shows all profiles that are marked as a prospect.
All My Prospects: This shows all profiles that are marked as a prospect and assigned to the currently logged in user.
All Profiles with Unpaid Dues Invoices: This shows all profiles that have a dues invoice that is past due (of any past due amount).
All Profiles with Unpaid Dues Invoices 15 days Past Due: This shows all profiles with a dues invoice that is 15-29 days past due.
All Profiles with Unpaid Dues Invoices 30 days Past Due: This shows all profiles with a dues invoice that is 30-59 days past due.
All Profiles with Unpaid Dues Invoices 60 days Past Due: This shows all profiles with a dues invoice that is 60-89 days past due.
All Profiles with Unpaid Dues Invoices 90 days Past Due: This shows all profiles with a dues invoice that is 90-119 days past due.
All Profiles with Unpaid Dues Invoices 120 days Past Due: This shows all profiles with a dues invoice that is 120 days or more past due.
All Profiles with Dues Invoices coming due in the next 7 days: This shows all profiles that have a dues invoice with a due date that is within the next 7 days.
All Profiles with dues invoices coming due in the next 14 days: This shows all profiles that have a dues invoice with a due date that is within the next 14 days.
All Profiles with dues invoices coming due in the next 30 days: This shows all profiles that have a dues invoice with a due date that is within the next 30 days.
All Profiles with dues invoices coming due in the next 60 days: This shows all profiles that have a dues invoice with a due date that is within the next 60 days.

4. Click Run This Search. Your results will then appear in the datagrid.