Search and advanced search in ChurchSuite

Get to grips with how to search for things within ChurchSuite using the Search bar, Advanced search and Module search features!

In this article

Address Book - Search and Advanced Search
Children module - Search and Advanced Search
Attendance module - Search and Advanced Search
Calendar module - Search and Advanced Search
Small Groups module - Search and Advanced Search
Rotas module - Search and Advanced Search
Giving module - Search and Advanced Search
Bookings module - Search and Advanced Search
Planning module - Search and Advanced Search
Using Module Search

Address Book

The Search bar in the Contacts list of the Address Book module auto-filters the list of contacts as you begin to type their name, address, email, phone or mobile number, making it really easy to locate just the person you're looking for.

The Contacts section also includes an Advanced Search, providing further filtering options - ideal for drilling down into your contacts data further - either in ChurchSuite's standard or optional fields, or any custom fields you have created. Search and Advanced Search will match results within your Active contacts by default. Switch the View to see Archived or Pending contacts matching your criteria....

You can Search within the Flows section, searching by Flow Name.

You can Search within the Tags section, searching by contact Tag Name.

You can Search within the Key Dates section, searching by contact Key Date Name.

You can Search within the module's Reports section, searching by report Name - as you type within the search bar, the list of matching reports auto-filters.

Children module

The Search bar in the Children section of the Children module will auto-filter the list of children as you begin to type a child name, age, address, email, phone, mobile number or parent name, making it really easy to locate just the child you're looking for.

Like the Address Book, the Children section includes an Advanced Search, providing further filtering options - ideal for drilling down into your children data further - either in ChurchSuite's standard or optional fields, or any custom fields you have created in the Children module. Search and Advanced Search will match results within your Active children by default. Switch to view Archived or Pending children matching your criteria....

You can Search within the children Attendance section, searching by Group Name or Session Name.

The Attendance section also includes an Advanced Search, providing further filter options - ideal for drilling down into your children attendance data within a Date Range, or a particular Group or Session.

You can Search within the Tags section, searching by child Tag Name.

You can Search within the Key Dates section, searching by child Key Date Name.

You can Search within the module's Reports section by report Name - as you type within the search bar, the list of matching reports auto-filters.

Attendance module

The Search bar in the Categories section of the Attendance module will auto-filter the categories list as you begin to type a category Name, making it really easy to locate just the category you're looking for.

You can Search within the module's Reports section by report Name - as you type within the search bar, the list of matching reports auto-filters.

Calendar module

The Search bar in the Events section of the Calendar module will auto-filter the event list as you begin to type an event Name, making it really easy to locate just the event or sequence of events you're looking for.

The Events section also includes an Advanced Search, providing further filter options - ideal for drilling down into your event data further. Search and Advanced Search will match results within your Future events by default. Switch to change the View to see Past events matching your criteria....

You can Search within the event Categories section, searching by category Name.

You can Search within the Leave Setup section, searching by Person.

You can Search within the module's Reports section by report Name - as you type within the search bar, the list of matching reports auto-filters.

Small Groups module

The Search bar in the Groups section of the Small Groups module will auto-filter the group list as you begin to type a group Name, making it really easy to locate just the group you're looking for.

The Groups list page also includes an Advanced Search, providing further filter options - ideal for drilling down into your small group data further. Search and Advanced Search will match results within your Active & Future groups by default. Switch the View to see Past groups matching your criteria....

You can Search within the small group Attendance section, searching by group Name.

The Attendance section also includes an Advanced Search, providing further filter options - ideal for drilling down into your small group attendance data further, perhaps by Date Range or Group.

Search options also exist in the Small Groups module's Roles section...

...and the group Tags section...

...and the group Clusters section...

Finally, you can Search within the module's Reports section by report Name - as you type within the search bar, the list of matching reports auto-filters.

Rotas module

The Search bar in the Rotas section will auto-filter the rota list as you begin to type a rota Name, making it really easy to locate just the rota you're looking for.

The Rotas section also includes an Advanced Search, providing further filter options - ideal for drilling down to a list of all your Ad Hoc rotas, or all Draft rotas, or rotas that have sign-up enabled/disabled. Search and Advanced Search will match results within your Active & Future rotas by default. Switch the View to see Past rotas matching your criteria....

There's a Search bar in the Services section that will auto-filter the service list as you begin to type a service Name, making it really easy to locate just the service you're looking for.

There's a Search bar in the Ministries section that will auto-filter the ministry list as you begin to type a ministry Name, making it really easy to locate just the ministry you're looking for.

Search options also exist in the Rotas module's Roles section...

...and the Unavailability section...

The Unavailability section also includes an Advanced Search option that allow you to further filter unavailability based on criteria such as Date Range, rota member Name and unavailability Description. As each filter is applied, the list of matching results automatically updates. Search and Advanced Search will match results within your Future unavailability by default. Switch the View to see Past unavailability matching your criteria....

You can Search within the module's Reports section by report Name - as you type within the search bar, the list of matching reports auto-filters.

Giving module

Each section within the Giving module has a Search option, to make it easier to locate something specific within a long list of data. For example, here in the Givers section you can search by giver Name or giver Reference.

The Advanced Search in the Givers section allows you to drill down further into your data by filtering on a range of criteria, such as partial giver Address, Bank Reference and givers within specific Giving module Tags. Search and Advanced Search will match results within your Active givers by default. Switch the View to see Archived givers matching your criteria.

You can Search within the Donations section, searching by giver Name or giver Reference.

You can Search within the Batches section, searching by batch Name or batch Number.

UK churches can Search within the Claims section, searching by Claim Reference.

You can Search within the Funds section, searching by fund Name.

You can Search within the Tags section, searching by giving module tag Name.

You can Search within the module's Reports section by report Name - as you type within the search bar, the list of matching reports auto-filters.

Bookings module

Each section within the Bookings module has a Search option, to make it easier to locate something specific within a long list of data. For example, here in the Bookings section you can search by booking Name or booking Reference.

The Advanced Search in the Bookings section allows you to drill down further into your data by filtering on a range of criteria, such as bookings within a Date range or a particular booking Type. Search and Advanced Search will match results within your Future and Confirmed bookings. Switch the View to see Past bookings, or to view those with a Pending or Cancelled status matching your criteria.

In the Customers section of the module you can search by customer Name or Company name.

The Advanced Search in the Customers section allows you to drill down further into your data by filtering on a range of criteria, such as customers with a particular Name or Company or Job Title, or searching by partial Address. Search and Advanced Search will match results within your Active customers. Switch the View to see Archived customers.

In the Resources section of the module you can Search by resource Name or Category.

In the booking Types section of the module you can Search by type Name.

You can Search within the module's Reports section by report Name - as you type within the search bar, the list of matching reports auto-filters.

Planning module

Each section within the Planning module has a Search option to make it easier to locate something specific within long lists of results. For example, in the Plans section (shown below) you can search by Plan Name - as you type in the Search bar the list auto-filters to only show matching results. This same "search bar" functionality exists in the Library, Templates, Types and Reports sections of the module, to search respectively by Library Item Name, Template Name, Type Name and Report Name.

The Advanced Search in the Plans section allows you to drill down further into your data by filtering on a range of criteria, such as Plans within a range of Dates, those Linked to bookings, events or services, and by Status to filter draft or published Plans. Search and Advanced Search will match results within your Future Plans by default. Switch the View to see Past Plans.

Using Module Search

Throughout ChurchSuite it's easy to search for things, regardless of the page you're on. Near the module options icon in the top right corner of every page (all modules except Attendance), you'll find the Module search, distinguished by the magnifying glass icon. Keyboard users can invoke the module search using a Tab+S key stroke.

Module search enables users to search within the context of the module they are currently in. This is ideal if your currently working in a specific area within ChurchSuite; perhaps viewing a contact's profile page in the Address Book - rather than having to navigate back to the Contacts list, you can use the Module search to quickly navigate to a different contact name - so much more intuitive!

For multi-site churches, Module search is site-specific and will only return search results relevant to the site(s) being viewed.

When in the Address Book you'll search contacts; when in the Children module you'll search children; when in the Giving module you'll search givers, and so on.

In the Calendar module, search for events...

In the Small Groups module, search for active groups...

In the Rotas module, search for active rotas...

In the Bookings module, search for bookings...

And in the Planning module, search for plans.

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