Data Explorer Actions

The Data Explorer Assign Tag action enables you to assign tags to Directory families, members, and Religious Education students. Using Data Explorer's powerful search and filtering criteria, you can quickly assign tags to the precise list of families, members, or students you need. To assign tags, you must have Directory Admin permissions.

Note* To assign a tag using Data Explorer Actions, the tag must already be created in Directory. Please see Add Tags for more information on creating a tag.

Available Data Sources

To begin, Select a Data Source and Add Filter Conditions to find the families, members, or students to which you want to assign a tag. The Assign Tag action is available for the following data sources:

• Families           
   
• Members           
   
• Students           
  
  Note*gs assigned to students are recorded on their respective Directory member records. 

Complete the following steps to assign a tag to families, members, or students in Data Explorer:

1. On the Results card, click the Actions (lightning bolt) icon.

2. Select Assign Tag.

3. Select the tag you wish to assign in the drop-down menu.

Note* To assign a tag using Data Explorer Actions, the tag must already be created in Directory. Please see Add Tags for more information on creating a tag.

The Assign Tag side sheet displays the number of results to which tags will be assigned. Results that have been already assigned the tag are skipped.

4. Click the Assign Tag button.

Note* The video is best viewed at full screen. Press Esc on your keyboard when you are finished viewing.

With the Data Explorer Add to Envelope Action, you can efficiently add families and tracked separately individuals that match your criteria to an envelope list. Using Data Explorer's powerful search and filtering criteria is especially helpful for populating a new envelope list you have created or ensuring that all families or tracked separately individuals with certain attributes are on the correct envelop list.

Note* Only families and tracked separately individuals with addresses and envelope numbers can be added to envelope lists. Directory members that are not tracked separately cannot be individually added to an envelope list.

Available Data Sources

To begin, Select a Data Source and Add Filter Conditions to find the families, members, or students you want to assign to an envelope list. The Add to Envelope action is available for the following data sources:

• Families           
   
• Members           
   
• Students          
  
  Note* Students' respective Directory member records are added to the envelope list. The student must be tracked separately as a Directory member to be added to an envelope list.

Complete the following steps to add families and tracked separately individuals to an envelope list in Data Explorer:

1. On the Results card, click the Actions (lightning bolt) icon.

2. In the drop-down menu, select Add to Envelope List.

3. Select the Envelope List in the drop-down menu.

The Add to Envelope List side sheet displays the number of results that will be added to the envelope list. Results already on the list, results without an envelope number or primary address, and members/students not tracked separately are skipped.

4. Click the Add to List button.

Note* The video is best viewed at full screen. Press Esc on your keyboard when you are finished viewing.

With the Data Explorer Unassign Tag Action, you can efficiently remove tags from Directory members and families. Data Explorer's powerful search and filtering criteria enables you to find the precise members or families needed, from large lists to small groups. The Unassign Tag Action removes your selected tag from the families, members, or students, in your results set.

Note* Tags are automatically deleted when they are no longer used.  If you unassign a tag from families and members so that the tag is no longer assigned to any families or members in Directory, the system automatically deletes the tag. If you wish to use a deleted tag again in the future, you can Add the Tag.

Available Data Sources

To begin, Select a Data Source and Add Filter Conditions to find the families, members, or students to which you want to assign a tag. The Assign Tag action is available for the following data sources:

• Families           
   
• Members           
   
• Students           
  
  Note*gs unassigned for students are removed from their respective Directory member records

Complete the following steps to unassign tags in Data Explorer:

1. On the Results card, click the Actions (lightning bolt) icon.

2. In the drop-down menu, select Unassign Tag.

3. Select the Tag you wish to unassign.

The Unassign Tag side sheet displays the number of results from which the tag will be removed. Results that do not have the tag are skipped.

4. Click the Unassign Tag button.

Note* The video is best viewed at full screen. Press Esc on your keyboard when you are finished viewing.

With the Data Explorer Replace Envelope List action, you can rapidly replace the families and tracked separately members on an envelope list with the families and tracked separately members that match filter criteria you set. All Families, tracked separately members, and students currently on the envelope list are removed and replaced with the families, tracked separately members, or students in your Data Explorer results.

If you do not want to remove any families and members from the envelope list, but instead want only to add families, tracked separately members, or students, please see Add to Envelope List.

Note* Only families and tracked separately individuals with addresses and envelope numbers can be added to envelope lists. Directory members that are not tracked separately cannot be added individually to an envelope list. Students must be tracked separately as a Directory member to be added to an envelope list.

Available Data Sources

To begin, Select a Data Source and Add Filter Conditions to find the families, members, or students which you want to assign a tag. The Assign Tag action is available for the following data sources:

• Families    
   
• Members    
   
• Students    
  
  Note* Students' respective Directory member records are removed or added to the envelope list. Students must be tracked separately as a Directory member to be added to an envelope list.

Complete the following steps to replace families, tracked separately members, and students to envelope lists in Data Explorer:

1. On the Results card, click the Actions (lightning bolt) icon.

2. Select Replace Envelope List in the drop-down menu.

3. Select the Envelope List for which you would like to replace the families, members, or students.

The Replace Envelope List side sheet displays the number of results that will be added to the list. Results already on the list and ineligible results are skipped.

4. Click the Replace List button.

Note* The video is best viewed at full screen. Press Esc on your keyboard when you are finished viewing.

With the Request Information Updates Action in Data Explorer, you can email a request for updated information from families that match filter criteria you set. The information update request allows the family to update the family and member level information.

Note* The email request is sent by default to the family email address, if it is exists. If there is no family email address, the request is sent to the Head of Household email address. If there is no Head of Household email address recorded, the request is sent to the Spouse email address. Families listed in the results without an email address for the family, head of household, or spouse are not sent an email request.

Available Data Sources

The Request Information Updates Action is available only for the Families data source. To begin, Select the Families Data Source and Add Filter Conditions to find the families for which you want to request updated information.

Complete the following steps to request information updates in Data Explorer:

1. On the Results card, click the Actions (lightning bolt) icon.

2. In the drop-down menu, select Request Updated Info.

The Request Updated Info side sheet displays the number of results to which the request will be sent . Families that are ineligible, because there is no email address recorded for the family, head of household, or spouse, are skipped.

3.  Click the Send button.

Note* The video is best viewed at full screen. Press Esc on your keyboard when you are finished viewing.

With the Download Labels Action in Data Explorer, you can create and download mailing labels for families, members, and students that match filter criteria you set. You can choose from a selection of available label formats and name style formats for your labels.

Available Data Sources

To begin, Select a Data Source and Add Filter Conditions to find the families, members, or students for which you want to download labels. The Download Labels action is available for the following data sources:

• Families    
   
• Members    
   
• Students    
  
  Note* Students' respective Directory member records are used for the Download Labels Action.

Complete the following steps to download labels in Data Explorer:

1. On the Results card, click the Actions (lightning bolt) icon.

2. In the drop-down menu, select Download Labels.

3. Select the Label Format you want to use.

4. Select the Name Format for your labels: Family Name, Formal Name, or Informal Name.

5. Click the Download button.

Note* The video is best viewed at full screen. Press Esc on your keyboard when you are finished viewing.

With the Send Group Message Action in Data Explorer, you can send an email message to families, members, and students that match your filter criteria.

Available Data Sources

To begin, Select a Data Source and Add Filter Conditions to find the families, members, or students to which you want to assign a tag. The system sends email messages using the following criteria for each data source:

• Families - The email message is sent by default to the family email address, if it is exists. If there is no family email address, the request is sent to the Head of Household email address. If there is no Head of Household email address recorded, the request is sent to the Spouse email address. Families listed in the results without an email address for the family, head of household, or spouse are not sent an email message.  
   
• Members - The email message is sent to the member email, if it exists. 
   
• Students - The email message is sent to the primary contact on the student's Religious Education registration.

Any families, members, or students in the results without a valid email address are skipped.

Complete the following steps to send a group message in Data Explorer:

1. On the Results card, click the Actions (lightning bolt) icon.

2. In the drop-down menu, select Send Group Message.

3. Enter the Reply Email, Subject, and Message for your email.

You can format the message using the Rich Text Formatting Tools and add links in your message.

The Send Group Message side sheet displays the number of results to which the message will be sent . Families, members, or students that are ineligible because there is no email address recorded, are skipped.

4. If you choose, select the Send me a copy of this email checkbox to receive a copy of the email.

5. Click the Send Message button.

Note* The video is best viewed at full screen. Press Esc on your keyboard when you are finished viewing.