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How do I use a recommended filter?
Updated over 2 months ago

If you’re looking to kickstart your reporting, Donor Management has several pre-established “recommended filters” already created for your convenience.

Below, we've provided the steps on how to use one of the included recommended filters, so you can easily report on crucial data without having to create some of those reports from scratch.

Step 1: Determine which type of information you're looking to report on.

When you’re looking to create a filter, you’ll want to start by asking yourself one crucial question:

“Do I want to make a list of people? Or do I want to make a list of donations?”

We've provided a helpful guide here on how to determine which type of filter you might need - we recommend reviewing that before moving forward with building a report.

Step 2: Click on the "Recommended Filters" button on either the "Contacts" or "Giving" pages.

From either the Contacts or Giving pages, you should be able to click on the “Recommended Filters” button.

A section should appear on the page that lists the available recommended filters, and you can select the filter that best meets your need by clicking on its name.

The recommended filters vary between the "Contacts" and "Giving" tabs - below, we've compiled a list of each set of recommended filters, for your convenience.

"Contacts" - Recommended Filters

  • Donated Last Year But Not Yet This Calendar Year (LYBUNT)

  • Donated Some Year But Not Yet This Calendar Year (SYBUNT)

  • Donations This Calendar Year Greater Or Equal to $500

  • New Donors Last 30 Days

  • With Donations

  • Without Donations

  • With an Email Address

  • Without an Email Address

  • Made donation last calendar year

  • Donors at risk of lapsing next 30 days

  • Renewed donors this calendar year

  • Renewed donors last calendar year

"Giving" - Recommended Fields

  • Donations Last 7 Days

  • Donations Last 30 Days

  • Donations This Calendar Year

  • Non Credit Card Donations

  • Donations Greater or Equal to $500

  • Donations Less Than $500

Step 3 (optional): Make one-off changes to the recommended filter to better fit your needs.

You can also click on "Edit Filter" when a recommended filter has been applied to make quick, one-off adjustments to that existing filter.

It won't save those changes under the "Recommended Filter" tab, but it can help if you need to make a quick adjustment to an existing complex filter instead of having to build it entirely from scratch.

What else do you want to do?

Not what you're looking for?

Go back to the Feature Overview.


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