Overview

The Directory gives you one friendly place to look up everything in your state PTA. Instead of clicking through page after page, you get a single screen with tabs across the top — one tab for each kind of record. Pick a tab, and you see a tidy table you can search, filter, and export.

You can use the Directory to look up a district, council, or unit, see who’s on a board, check submitted documents, or download a spreadsheet for a meeting. It’s a great starting point whenever you need to find something fast.

The Tabs

At the state level, the Directory shows these tabs along the top:

• Districts — every district in your state
• Councils — every council
• Units — every unit (school PTA)
• Documents — submitted documents from across the whole hierarchy
• Board Members — board rosters from across the whole hierarchy

The Documents and Board Members tabs are combined views. They pull together records from every level — districts, councils, and units — so you can see them all in one list without visiting each entity one at a time.

Each tab opens a table with its own columns. For example, the Units tab shows the unit name and city, its district, council, and status.

How to Browse the Directory

1. Open Directory from the navigation bar under your state PTA’s name.
2. The page opens with the first tab already showing its table.
3. Click any tab along the top to switch to that kind of record.
4. Use the search box and the filter dropdowns to narrow the list (see below).
5. Click View on any row to open it.

Searching and Filtering

Above each table you’ll find a row of filter dropdowns and, on most tabs, a search box. The available filters depend on which tab you’re viewing:

• District — limit the list to one district
• Council — limit the list to one council
• Status — on the Districts, Councils, and Units tabs. Choose Any Inactive Status to catch everything that isn’t active at once, or pick a specific status: Active, Pending, Suspense, Disbanded, Dissolved, or Withdrawn.
• Term — limit Documents or Board Members to a specific term
• Type — on the Documents tab, filter by document type
• Position — on the Board Members tab, filter by board position

To filter, click a dropdown and choose an option. Each dropdown has an “all” choice (such as All Districts or Any Term) so you can clear it again.

To search, type a name into the Search box and select Search. The Districts, Councils, Units, and Board Members tabs let you search by name. (The Documents tab uses the filter dropdowns instead of a search box.)

Column headings on most tabs are sortable — click one to reorder the list.

Each tab remembers the filters you set, so if you click over to another tab and come back — or leave the Directory and return within about an hour — your filters are still applied, and the web address you see reflects them, so it’s easy to bookmark or share. If you clear a filter or reset the search, the tab stays cleared; it won’t bring your old filters back.

Viewing a Record

Find the row you want and select View at the end of that row. What happens next depends on the row:

• For a district, council, or unit, you go straight into that organization, so you can work in it.
• For a board member, a panel opens with their contact details, position, and term, plus a button to open their full board member record and any roster warnings for that person.
• For a document, a panel opens with its details and links to open each attached file.

Names shown inside a row are links too, so you can jump from a unit straight to its district or council.

Adding an Entity

If you have permission to manage entities, an Add button appears in the top-right of the Directory. The button matches the level you’re viewing:

• At the state level: Add District
• At the district level: Add Council
• At the council level: Add Unit

Select it to start creating a new entity. If you don’t see this button, your account doesn’t have permission to add entities — that’s normal for most roles.

For adding many organizations at once, use Setup → Import Districts / Councils / Units instead.

Exporting

Each tab can be exported on its own. The Export button in the top-right downloads a spreadsheet (XLSX) of the tab you’re currently viewing, including any filters you’ve applied. So if you filter the Units tab to one district and then export, the spreadsheet contains just those units.

Exports generate in the background. A progress window tracks the job while you keep working, and the file opens automatically when it’s ready. Large exports that take more than a few seconds are emailed to you instead.

Tips

• Use the search box for the fastest way to find a specific unit or council, especially in a large state.
• Set your filters first, then export — the download matches exactly what you see on screen.
• The Documents and Board Members tabs are the quickest way to review records across many units at once, without opening each one.
• Any Inactive Status is the fastest way to see everything in the state that isn’t active.
• The Directory always reflects current data, so recent changes to rosters or statuses show up right away.
• Filters stick around for about an hour, so if you get pulled away and come back to the Directory, you won’t have to set them up again.