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, its district, council, and status.

How to Browse the Directory

1. Open Directory from the state-level menu.
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 a details panel for that record.

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 — show records by status (for example, an active or inactive status)
• 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.)

Viewing a Record's Details

1. Find the row you want in any tab.
2. Select View at the end of that row.
3. A details panel opens with more information.
   • For a district, council, or unit, you’ll see its details plus a button to switch into that entity.
   • For a board member, you’ll see their information and a button to open their board member record.
   • For a document, you’ll see its details and links to open or view the file.

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.

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.

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.
• The Directory always reflects current data, so recent changes to rosters or statuses show up right away.