Feature Overview: Filtering and Reporting
Creating a filter is the easiest way to easily view a group or segment of your donors or transactions within 'Donor Management' – without the need to search through each record for the information you need.
Filters can help you view all donations from a particular campaign or create a list of contacts who gave to your organization in 2023 – but not in 2024. It can even help you determine which contacts live in a specific region (identifying those close to one of your upcoming events) or which donors regularly give over a certain amount.
Check out the articles below for help deciding which filters to use, how to create and save filters, how to build more complex filters for various uses, and how to filter and report on a specific set of transactions.
Feature Availability
This feature is available for all users with access to the Fundraising Essentials package with 'Staff'- level administrative access or higher within 'Donor Management'.
Some features, such as exporting reports, require 'Supervisor'-level admin access.
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