Filter Reports

1. Navigate to the area of the system for which you would like to build a filter report.
2. Depending on which area of the system you choose, the left-side menus option may differ to access filter reports. Click List, Filter List, or Filter Reports in the left-side menu.
3. Click Add Filter or Reverse Filter in the left-side menu.
   • Add Filter limits results to records that meet the criteria.
   • Reverse Filter excludes results that meet the criteria.
4. Click the field or data you would like to filter on in the Add Filter window.
   • The options in the window will differ for each page you accessed filter reports from.
     
     
5. Add the desired criteria, and then click Apply List Filter.
6. Continue applying filters as needed using the Add Filter or Reverse Filter options in the left-side menu.
   • Multiple filters can be applied. 
   • Add Filter and Reverse Filter can be used on the same report.
   • Each filter will apply criteria to the current report results, which will to narrow the report results.

Save a Filter Report

If you have created a filter report that you would like to use in the future, you can utilize the save option to save the filter.

1. Once all filters have been added, click [Save].
   
   
   
2. Complete the fields in the Save Filter window, and then click Save.
   • Add a Saved Name for the filter.
   • Click the Share box if this saved filter should be available to other users in your site.
     • If you do not click share, it will only appear in your saved reports.
   • You can also save over an existing saved report by clicking a report name in the Update Existing Saved section.
     

Load a Saved Filter Report

1. To run a saved filter, navigate to the area of the system where the report was created and click [Load].
   
   
   
2. Click the Name of the saved filter that you want to load.
   • All filters that you have saved along with any that other users have saved and shared will appear.
     
     

The previously saved filter will load and reflect any changes to your data since you last ran this filter.

The process to build a filter report from a page that utilizes buckets is very similar to what was described above.

1. Navigate to the appropriate bucket page.
2. Click Filter below the table heading.
   • The text in the table heading will depend on what page you are on. 
     
     
     
3. Click the field or data you would like to filter on in the Filter By window.
   • The options in the window will differ for each page you accessed the filter option from.
     
     
     
4. Add the desired criteria, and then click Apply Report Filter.
5. Continue applying filters as needed using the Filter option at the top of the table.
   • Multiple filters can be applied. 
   • The filters you set will apply for all buckets within the page.
     • Example: If you set the filters while in the New grants bucket, that filter will apply if you go to any other grant bucket.
6. The method to utilize the Save and Load options are the same as other filter reports.
   
   

You can build a LYBUNT report to list donors who gave last year but unfortunately not this year by applying two filters from the Profiles List page.

1. Navigate to the Profiles page.
2. Click List in the left-side menu.
3. Click Add Filter in the left-side menu.
4. Click Donation Date in the Add Profiles Filter section.
5. Enter start and end dates for the prior year in Donation Date - Range, and then click Apply List Filter.
   
   
   
6. Click Reverse Filter in the left-side menu.
7. Click Donation Date from the Add Profiles Filter window.
8. Enter start and end dates for the current year in Donation Date - Range, and then click Apply List Filter.
   
   
   
9. To modify a filter, click [delete], and then reapply the filter with new criteria.
   • You can view the filters you have applied to the list above the results.