Filter, search, and export stakeholders
Filter, search, and export stakeholders
Use Filter when you need a structured stakeholder segment. Use Quick Search when you already know the person, account, position, or text you want to find. Use Export XLSX after the visible list matches the dataset you need.
Quick Search
Quick Search is the fastest way to find a known person. It is useful when you already have part of a first name, last name, account, position, or other visible text value.
If search returns too many rows, type a more specific phrase. If it returns no rows, clear the search and try a shorter text fragment or a structured filter.
Filter
Use Filter when you need a group of stakeholders by business properties rather than a single text lookup. Good first filters are account, owner, position, targeting state, location, source, media impact, traffic light, and type.
Start broad, then narrow. If the result set becomes empty, remove the most specific filter first. Empty results often mean the filter combination is too strict, not that the stakeholder data is missing.
Export
Export XLSX downloads the current list for spreadsheet review, QA, or sharing outside the live DOE table. Apply Filter or Quick Search first if the export should represent a specific stakeholder group.
Search versus filter
| Use Quick Search when | Use Filter when |
|---|---|
| You know a name, account, or text fragment. | You need a segment by owner, account, location, type, media impact, or targeting. |
| You need a quick lookup. | You need a structured group for review or export. |
Step-by-step
- Select Filter for a segment or click Quick Search for a known text value.
- Review the visible rows.
- Clear search or filters before starting a different task.
- Select Export XLSX only when the visible list is the list you want.