Generally these places have an Add another filter link, which is how you add the first and later criteria to your filter. The layout of the tool can vary, some displaying more options than others, depending on where the filter is being used.
Initial criteria
The values you set here are the most efficient and fast. VSys first finds the people who match these criteria, and then further narrows them by any other filters you add.
Initial source - this is where VSys will start its search for people to include.
Options here may include, depending on where the filter is used, All people in the system, People on one or more lists, People registered in this project, People with specific certifications, Volunteer hours, Assignments, Trainings, Mandates, Interviews, Memberships and Account records.
After selecting an initial source, VSys will give you a list of possible filters which will vary depending on the source you selected. For example, selecting Volunteer hours will give you options for filtering on the person's gender, age, group and type, as well as on the hours record's job/job group and date.
Additional filters
You can add any number of additional filters to further winnow down the people who were selected in the initial criteria above. Below you can see for example, that starting with Addresses/contact information, will allow you to choose more specific pieces of data within that category.
Addresses/ contact info
Addresses
Filter on the presence, validity and completeness of addresses for this person.
Contact flags
All/Any/None of the contact flags you specify.
E-mail address
Include only those with a valid e-mail address or Exclude those with a valid e-mail address.
Phone number
Include only those with a valid phone number or Exclude only those with a valid phone number.
State/county
Comma-delimited lists of states and counties. Only people with addresses matching both of these fields are included.
Zip/postal code
List one or more zip/postal codes, separated by commas. People who have any address with one of these zip/postal codes will be included.
Zip/postal code proximity
Given one or more zip/postal codes separated by commas, VSys finds any other zip/postal codes within the given distance of these, and which are in the states/provinces that you provide. It then goes and finds all people who are in any of this larger list of zip/postal codes.
Custom application forms
Requires the presence of specific types of custom application forms during the dates you specify.
Dates
Date person created
Date range for the person's Date created.
Date person active
Date range for the person's Date active.
Date person started
Date range for the person's Date started.
Last changed
Date range for the person's Last changed.
Groups and types
Additional group
Person must have one or more of these as his additional groups.
Additional type
Person must have one or more of these as his additional types.
Primary group
Person's primary group must be on this list.
Primary type
Person's primary type must be on this list.
Hours
Completed hours/assignments
Count of completed assignments (hours records) within the given time period. An hours record for 15 minutes counts as one completed assignment, one for 12 hours counts as one assignment. Leave the start date empty for no minimum date, end date empty for no maximum date, or both empty for any dates at all.
First volunteer hours
Date range for the date of the very earliest hours record posted for this person.
Hours volunteered
Sum of volunteer hours during a given time period, optionally filtering on job.
Last volunteer hours
Date range for the date of the very last hours record posted for this person.
Months with hours
Count of months during the given time period in which the person did some minimum number of hours, optionally including bonus hours as qualifying.
Years with hours
Count of years during the given time period in which the person did some minimum number of hours, optionally including bonus hours as qualifying.
Jobs and assignments
Assignment
Count of job assignments filtering by date, job, type, status, etc.
Current assignment or checked in
Person must have an assignment or be checked in for a job as of the date and time you select.
Excluded job
If the person has been specifically excluded from doing one or more of the jobs you select.
Has one or more certifications of the selected types. Allows filtering on the detailed values within each certification.
Certification expired or missing
This is the opposite of Certification: it returns only people who do not have the selected type of certification, or who have that type of certification but it's expired or not yet effective on the date that you specify.
Comments attached
Either those with or without comments of specific types during a time period.
Has or does not have training. Allows detailed filtering on the trainings themselves, including status.
Personal properties
Age
Person's age on the current date.
Communication language
Person's communication language, regardless of any other languages he speaks.
Company
Requires that the person have a Company field which begins with the value here. Note: this is not a relationships search, it works solely on the Company field in the profile editor.
For any global or project custom field, lets you specify the values or absence of values for that field.
Date of birth
Specifies the valid range for the person's DOB. To send out birthday post cards, check the box Ignore year portion of date. Then set a DOB range from 01/01/2001 to 01/31/2001, and all people who were born in January of any year are included.
Entrant image
Include entrants with images or Exclude entrants with images. This refers to the person's portrait photo.
All/Any/None of the job preferences you set. You can require that these preferences are in a certain rank range, and so include only people who have them at the top of their preferences.
Language
All/Any/None of these languages. The person can have this as his primary or additional languages and qualify.