Once you are comfortable building filters to pull the information you need, you can build more complex filters, pulling more specific information in your reports. We will review the most common options below.

You can broaden or narrow the results of your searches by using the 'all' or 'any' options with your filter. This is most commonly used if you have multiple conditions or criteria for searching, that you use together within a filter.

a) Selecting 'all' means the results of your filter will only reflect the donors or transactions that meet all of the conditions listed in the filter.

b) Selecting 'any' means the results of your filter will reflect any donors or transactions that fit at least one of those conditions – but, do not necessarily meet all of the listed conditions.

Using 'Groupings' in 'Donor Management' allows you to create complex filters – often, filters that might need to use both 'all' and 'any' in the same filter.

Adding a 'Grouping' creates a sort of “parentheses” around a specific set of conditions, which will be run first; then, other conditions will be run with the results of that first set of conditions.

To add a 'Grouping' click the 'Add Grouping' link above the 'Search' button in your custom filter creator.

Here is an example:

This filter will pull any donor who donated to a specific campaign (Pawsitive Impact!) or is listed as an 'Organization' in 'Donor Management'. The filter will then identify donors who fit that condition and have not donated since July 1, 2024.

When building conditions for your filter, you can select 'equals' or 'contains' in the middle drop-down list of options.

a) Selecting 'equals' means your filter will search for an exact match (case-sensitive!) based on the information you input as a search term.

b) Selecting 'contains' means your filter will search for any instances of this information - even if it is not a 100% match.

To avoid inaccurate search results, be sure to select the correct term.

Here is an example:

I want to create a filter that pulls any record using the name 'Disney'.

Using 'equals', my search returns no results:

However, if I use 'contains', my search returns 6 results. These six records include 'Disney' in some way within their name.

It is important to pay attention to the difference between these two options when using particular custom fields – such as those that allow you to select multiple options for a custom field, like checkboxes.

For example: You created a custom field to identify a contact as a board member prospect, current board member, or past board member. If a contact fits one of those criteria, a checkbox next to that identifier would appear on their donor profile.

However, what if a board member prospect becomes a current board member, checking both boxes?

If you were to create a filter and use 'equals' to identify someone listed as a board member prospect, the results would only include those contacts identified as a 'Board Member Prospect' is the only box checked off. If someone has 'Board Member Prospect' checked off along with another identifier, your filter will exclude that contact and your results might not be accurate.

Conversely, if you use 'contains' to pull only contacts who have 'Board Member Prospect' checked, the results will include anyone who has that box checked – even if they have additional boxes checked.

How do I know which type of filter I should use?

How do I create a new filter?

How do I use a recommended filter?

How do I know what each filter field represents?

Navigate back to the Feature Overview.