In this article:

• Where is it?
• What does it do?
• Creating a Sub Filter
• Saving a custom report

Where is it?

You’ll find the Sub Filter tab on both the Attendee List and the Company List pages:

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What does it do?

The Sub Filter tab lets you look at your Attendee or Company list in unique ways, by creating pairs of filters:

• The primary filter is related to meeting requests and meetings.
• The secondary filter is related to your participants. It also incorporates any custom fields you’re using in your registration forms.

When you choose your primary filter criteria, MeetMax opens a list of secondary filters:

When you create a pair of filters, MeetMax reveals the option to add another pair. You can create as many pairs as needed to get the report you want:

Sub Filters are especially helpful when you’re managing a complex meeting program.

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Creating a Sub Filter

Step 1. The Sub Filter tool works from the current filters you have set in the Filter tab:

  • If you want to start with a filtered version of your Attendee or Company list, apply any filters you need.

  • If you’d rather create a Sub Filter from your entire Attendee/Company list, remove all current filters.

Step 2. Decide which Sub Filter options you plan to use. Then head to the Columns tab, and add these columns to your list.

Be sure to click Apply!

Step 3. Next, head to the Sub Filter tab. Use the menu to choose your first filter:

Step 4. When you’ve made your choice, you’ll see a secondary filter menu. Choose from that menu, and then add the text to filter on. Click the magnifying glass button to complete the filter:

You can also combine filters. Use the + button to add more criteria. Then click the magnifying glass to use these filters together:

Step 5. Each time you create a pair of filters, you’ll see the option to add a new Sub Filter, or edit your existing ones:

Removing filters

You can clear your Sub-Filters at any time by clicking Clear All:

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Saving a custom report

If you’ll want to return to this filtered view later, head to the Custom Report tab.

Use the menu to choose New. Then give your report a title, decide whether to share it with your team, and click Save:

Whenever you need to revisit this report, head to the top right corner of the Attendee/Company list. It’s in the Load report menu: