Help Articles


Embed a layout with a saved search

Embed a layout with a saved search

Embedding a layout with your saved search means you’ll see the same columns of data each time you run the search – without added steps. To start, run the search that you want to embed with a new layout. (Learn more about creating searches in the Search by name...
Create and save a layout

Create and save a layout

Access crucial information quickly by creating saved custom layouts for your project. Together with searches, the Broadstripes layout feature is your key to viewing the records you want in a format that matches your workflow. Layouts let you completely customize the contents of the search results panel. You can choose just the columns of data you want, and leave out the ones that might get in the way. While a search filters the set of contacts displayed by the criteria you choose, a layout determines which exact information to display about those contacts, and in what order.

Create and save a sort

Create and save a sort

Sort search results Sometimes a search brings back the records you need, but they’re hard to make sense of because of the way they’re ordered. For example, in a search for workers with signed cards, you may be given results ordered by last name, when what...
Create quick links

Create quick links

Overview Quick Links offer a simple dashboard customized to your specific needs—a fast one-click entry point to your most frequent searches or reports. Configuring quick links is simple, and once it’s done, your customized quick links appear automatically, each time...
Quick search quick links

Quick search quick links

Why add a quick search link? Since quick search is already easy to access and simple to use, you may wonder why you’d need to add it to your quick links tab. What you might not know is that adding a quick search quick link allows you to have all the advantages...
Saved search quick links

Saved search quick links

Intro If you’re like other Broadstripes users, you probably have a few saved searches that you use more than the rest. With quick links, you can add any saved search to your quick links tab; you’ll have your most important searches right at your...
Status report quick links

Status report quick links

Intro Adding a status report to your quick links tab puts up-to-date aggregate counts just a click away. What’s more, when you create the quick link, you can select how you want Broadstripes to present the reports: on-screen, or as PDF or Excel files that you...
Create relationships to track connections between contacts (+video)

Create relationships to track connections between contacts (+video)

Intro If the Broadstripes “relationship” function is enabled for your project, you have the ability to track special relationships between individual workers. You can choose between a number of defined relationship types such as “Friend” or “Neighbor.” Once you’ve...
Create social groups to track workers by any trait

Create social groups to track workers by any trait

Intro Social groups are a feature that let you group and view workers by anything they have in common – whether it’s the sports teams they follow, a common native language, or a shared break time. Why use social groups? Social groups can be a great organizing...
Add an employer filter

Add an employer filter

Limit your search to a particular set of workplaces. One of the most helpful features of Broadstripes is how it can help organizers and other union leaders quickly find people they’re looking for. The Employer filter tool makes that even easier for you to do by narrowing your search to a certain group of workplaces or employments. Here’s how to use it.

Sort search results

Sort search results

After running a search, you may want results to display in a certain order. For instance, if you’re interested in gauging support, you’ll want to sort by workers’ assessment codes. With Broadstripes, sorting search results is just a few clicks away....
Search Builder – build an advanced search (+video)

Search Builder – build an advanced search (+video)

Overview Broadstripes’ “search builder” helps you find search terms and build complex searches. As your familiarity with Broadstripes grows, you will likely want to filter your lists with more precision. This will mean searching by multiple criteria...
Save and/or share useful searches

Save and/or share useful searches

Intro When you’ve built a useful search that you think you might want to run again, you can choose to save it. You can also share your saved searches with a single user, or all users in your project. Save (or share) a search In this example, we’ll save a...
Add a rule or multiple rules to your search

Add a rule or multiple rules to your search

A search with multiple rules generates a more precisely filtered list. With Broadstripes search, you can filter on multiple keywords or phrases to refine your list of search results. Broadstripes refers to each of these search filters as “rules.” For this example, we’ll show how to use multiple rules to search our project for the leaders at a particular shop called “Big Shop.”

Add rule groups to your search (+video)

Add rule groups to your search (+video)

Overview You may remember that we built a multiple-rule search for “people who are leaders at Big Shop” in a previous help article. Imagine that you now need a similar search that will find leaders at either “Big Shop” or “Small...
Search by event-related info

Search by event-related info

Intro Many Broadstripes projects use events and event steps to capture particular actions in the workflow of a given campaign activity, for example: To track petition signatures To track invitations, RSVPs, and attendance for a meeting or rally To record whether...
Search event info using dates or a timeframe

Search event info using dates or a timeframe

Intro Broadstripes search builder allows you to search for very specific info including who has attended a rally in the last month or signed a card in the past week. In Broadstripes, that type of information is recorded as events and event steps. Keep in mind that...
Basic Lists – PDF

Basic Lists – PDF

Overview With Broadstripes, it’s easy to use the Reports feature to print your organizing information as a list. Here are a few reasons you might want to print a list: you can bring your information with you in hard copy to house visits and check-in meetings for...
Basic lists – spreadsheet

Basic lists – spreadsheet

Intro When you want to download a list offline, but you need to manipulate it on your computer, the Reports function on Broadstripes allows you to download a list as a spreadsheet (.xls or .csv). Once the information is in a spreadsheet, you can manipulate and edit it...