The Explore by Counts view lets you view which people are included in some default groups within Shepherd's Staff. This can be helpful to view if you are unsure why some people are being included when you use different groups within Shepherd's Staff.
- To access the Explore by Counts view, open the Membership module, click on the "Explore" tab, and then click on the "Counts" section on the left side of the window.
- You will be presented with two sections in this view, People and Households. The groups in the people section are showing person records, and the groups in the households secitions are showing household records.
- To view more details about a group, click on it, and the chart on the right will populate with a list of people or households that are within that group.
- To see how the system is determining who should be in your selected group, click the "i" button in the gray bar at the top of the section. A window will appear which tells you how Shepherd's Staff determines who should be included in your selected group.
- After you click on a person or household on the list, you can click the "View" button at the bottom of the grid to open the person or household record you selected.
- Click the 'Subgroup" button to create a static subgroup of the people in the group you have selected.
- Click the "Export" button to send the information in the grid to your spreadsheet program.