12 articles
Understanding Filtering and Reporting
How do I know which type of filter I should use?
How do I create a new filter?
How do I save a filter?
How do I use a recommended filter?
How do I know what each filter field represents?
How do I know when to use filters vs. how to use groups?
How do I calculate my "donor retention rate"?Your donor retention rate is one good indicator of the health of your organization. But what is it, really? And what should I do with it?
How do I build more complex filters?How to use filters to create segments of contacts
How do I create a filter specifically on Bonterra Payments transactions?
How do I create a filter on Bonterra Payments transactions made within a specific date range?
How do I create a report on transactions made through Bonterra Payments?