Disciple.Tools User Documentation

Split By

In Disciple.Tools, the Split By tool helps you organize a list of records (like Contacts or Groups) by a specific field. This feature provides a quick overview of your data’s distribution. For example, you can split your contacts list by Status to see how many contacts are new, active, or closed.

How to Use the Split By Tool

1. Navigate to a list page, such as Contacts or Groups.
2. In the sidebar filters, find the Split By section.
3. Select a field from the dropdown menu. Available fields typically have a defined set of options, like Status or Location.
4. Click the Go button.
5. The results will appear below the Go button, showing a count of records for each option in the selected field.
6. Clicking on a result row filters the main list. For instance, if you split by Status, clicking the Active row will show only active contacts.

How to Remove the Split-By Filter

You can remove an active Split By filter in two ways:

• Select a different field or option in the Split By section and click Go to see a new breakdown.
• Clear the filter from the filter display area, which is located above the list table.