How to use the All Participants List, All Households List, All Organizations List, and All Anonymous List List to Find and Update Records
Search from the Homepage
To view and search the Participant, Household, or Organization records in your Compyle site from the homepage, you can participants or organizations, you can use the Search button at the bottom of the tile or click on the name of what you are looking for, such as "Participants" or "Households."
Search from the Navigation Menu
From the left sidebar menu, expand the area for the entity you seek, and choose the All... option. For instance, under the Participant menu, the All Participants option opens the Participant Search.
All columns with an arrow in the header can be sorted. Click once to sort in ascending order, and click again to reverse the sort order.
To change column order or the specific columns shown, click the Gear icon above the list.
Use the dropdowns to adjust the field shown in each column and click Done to save the changes.
Grid View: All Participant List, All Household List, and Group Member Lists
For Participants and Households, switching to Grid View displays the profile records as cards with the profile photo enlarged. 
Hovering over a card flips it over. On the back, you can see additional details and buttons for viewing, editing, emailing, getting the participant’s URL, and archiving or deleting the participant.
Filtering the Search Results List
Clicking Filters at the top of the Participants or Organizations list opens the list of standard fields, custom fields, group assignments, and group fields for that form. These categories of fields enable you to filter the list to find one or more specific participants or organizations.
- The search filters remain in place until you clear them. If you open the Participant folder and then return to search, the filters still apply.
- If the search results list seems too short, try clearing the filters to show more results.
Accessing a Record from the Search
Clicking on a search result opens the document folder for that record.
For instance, selecting Price Amity opens Price Amity's Participant Folder.
From the All...List, you can also hover over the . . . to open the Actions menu, which has several choices:
View: Open the document folder to see all of survey form records, note type entries, and attached files
Archive: Deactivate this record and remove their data from analytics (Archived records can be restored. Deleted records are permanently removed.)
Edit: Open the Participant, Household, or Organization form record to update it
Finding Archived Records
By default, only active records appear in the All...List search.
To see deactivated records, switch the toggle at the top of the search results from Active to Archived. You can filter the list further if needed.
Restore an Archived Record
The only option for inactive records is "Restore." This only makes the entity record, like a Participant record, active.
Export the List with or without Filters
To download a CSV copy of the the search results, use the : action menu and select Export.
When the Export modal opens, you can choose to export all records or just those that match your search filters by selecting the Apply List Filters option. Then select the standard, custom, and group fields to include.
Once you click the Export button, Compyle will prepare the CSV file for you behind the scenes. When ready, the file will appear under My Downloads, which you can access from the User Menu.
The downloads run behind the scenes so that large files have enough time to finish processing, so you may see the file as queued before it is ready.
