> ## Documentation Index
> Fetch the complete documentation index at: https://docs.uplifter.app/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I search and filter the Guardians list?

> Search the Guardians list, filter it by status or payment health, read its tiles and flags, and export what you find.

<Note>
  **Must know**

  * **The list opens on Active and Invited guardians.** Change the **Status** filter to see **Inactive** or **Suspended** guardians.
  * **Payment health needs View Financials.** Staff with it also see **Outstanding**, **In arrears** and **No card on file** tiles, a **Financial** filter, the **Flags** and **Balance** columns, and **Export**.
  * **Export downloads the whole filtered list,** not just the page on screen.
  * **Invited guardians can't be opened from the list.** Use their row menu to resend or revoke the invite.
</Note>

**Where to find it.** Go to **Athletes > Guardians** (needs **View Families**). The **Guardians** page reads "Manage guardian accounts, billing, contacts, and payment health." and has **Add guardian** at the top.

<Steps>
  <Step title="Search">
    Type in **Search by name, email, or phone…**. Each word must match the guardian's name, email or phone.
  </Step>

  <Step title="Filter">
    Select **Filters** and pick **Status** values: **Active**, **Invited**, **Inactive** or **Suspended**. With **View Financials**, pick **Financial** values too (table below). A guardian must match at least one value in each group you use.
  </Step>

  <Step title="Clear filters">
    Select a label in the **Active filters** row to remove it, or select **Clear filters** to remove everything, including the starting Active and Invited choice. The list then shows every guardian.
  </Step>

  <Step title="Sort and page">
    Sort from the **Guardian**, **Athletes**, **Balance** or **Last activity** header. The table opens at 100 rows. Change **Rows per page** to 10, 20 or 50.
  </Step>

  <Step title="Export">
    With **View Financials**, select **Export** for a CSV of every guardian matching your search and filters.
  </Step>
</Steps>

**The tiles.** Everyone sees **Active guardians**. With **View Financials** you also see **Outstanding**, **In arrears** and **No card on file**. Selecting a tile turns its filter on or off, so selecting **Active guardians** when the page first opens removes Active. Tiles count your whole club, whatever your search or filters.

**What the Financial options mean.**

| Option | Guardians with |
| - | - |
| **In arrears** | An unpaid invoice past its due date plus your grace period |
| **Outstanding** | An unpaid invoice still inside the grace period |
| **Failed payments** | A failed payment at your club in the last 90 days |
| **Autopay at risk** | An active recurring charge that has failed or has no payment method |
| **Good standing** | Nothing owed, no failed payment in 90 days, and no active recurring charge |
| **No card on file** | No saved payment method anywhere on Uplifter |

Set the grace period in **Settings > Financials > Payment Schedule**.

**Flags and Balance.** **Flags** shows letter labels: **A** In arrears, **O** Outstanding, **F** Future pending (a recurring charge is coming) and **G** Good standing. Failed payments, Autopay at risk and No card on file have no label. **Balance** is account credit minus what's owed, in red when the guardian owes.

**Invited rows.** Invited guardians show as shaded rows that don't open, and invites you've sent that haven't been accepted are listed first. Their **⋯** menu offers only **Resend invite link** and **Revoke invite**.

**Other rows.** Other rows open the guardian's profile. Their **⋯** menu offers **Edit**, **Adjust credit** (needs **Create Financials**), **Merge duplicate…** (needs **Edit Families**), **Send password reset** and **Remove guardian**, which is unavailable while active records block removal. Hover it to see them.

**The list remembers your view.** Search, filters, sort and page size stay put when you open a guardian and come back.

**Related:** [What's on a guardian's profile?](/club/athletes-families/whats-on-a-guardian-profile) · [How do I add or invite a guardian?](/club/athletes-families/how-do-i-add-or-invite-a-guardian) · [What do the invoice statuses mean?](/club/payments-checkout/invoice-statuses-explained) · [Which reports show revenue, tax, and receivables?](/club/money-payouts-accounting/financial-reports-revenue-tax-receivables)