Creating a filter is the easiest way to easily see a group, or segment, of your donors or transactions within Donor Management – without having to go through each individual record to find the information you’re looking for.

Filters can help you see all donations from a particular campaign, or create a list of your contacts who gave to your organization in 2018 – but not 2019. It can even help you determine which of your contacts live in a specific region (such as close to one of your upcoming events), or which donors regularly give over a certain amount.

To create a new filter, you can simply use the available filter-building tool within either the "Contacts" or "Giving" pages (depending on which information you're trying to report on); you can also use pre-saved filters, or save your own oft-used filters, for ongoing reporting needs.

Below, we've provided articles on how to decide 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.

This feature is available for all users with access to the Fundraising Essentials package with "staff"- level admin access or higher within Donor Management; some features, such as exporting out reports, do require "supervisor" -level admin access.

Go back to the Donor Management Resource Index.