Filter reporting is one type of reporting available in CommunitySuite. Other reporting types are default reports, custom reports, and financial reports.
Filter reporting functionality is available in many areas including Donations, General Ledger, Grants, Notes, Opportunities, Pledges/Promises, Profiles, Scholarships, and on the default reports called Donor Report and Rollup Donor Report.
The functionality is the same in each area, but the available filters are contingent on the area for which you are reporting. For example, filters for grant information are not available in donation filter reports.
Build a Filter Report
- Navigate to the area of the system for which you want to build a filter report.
- Click List or List All in the left-side menu.
- The left-side menu options may differ depending on which area of the system you use.
- Click Filter.
- The text in the section heading will depend on the page.
- The text in the section heading will depend on the page.
- Click the field or data you want to filter in the Filter By section.
- The options in the section will differ for each page.
- The options in the section will differ for each page.
- Add the desired criteria, and then click Apply Report Filter.
- The Add Filter section will differ depending on the selected filter.
- The Add Filter section will differ depending on the selected filter.
- Repeat steps 3-5 to continue applying filters as needed.
- Multiple filters can be applied.
- Each filter will apply criteria to the current report results, which will to narrow the data displayed.
- Click the X icon next to the filter to delete applied filters.
Save a Filter Report
Filtered reports can be saved for future reference.
- Once all filters have been added, click Save As.
- Enter the applicable Save Report information, and then click Save.
- Saved Name is a required field.
- Saved Name
- Category - Category to which the report will be assigned.
-
Share - If checked, the saved report will be available to other users in your site.
- If not checked, it will only appear in your saved reports.
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Description - Description of the report.
- Saved Name is a required field.
Load a Saved Filter Report
- Navigate to the area of the system in which the saved report was created.
- Click Load.
- Click the name of the report from the Load Report drop-down menu, and then click Load.
- All filters that you have saved along with any that other users have saved and shared will appear.
- 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 report.
Build Filter Report from a Bucket Page
The process to build a filter report from a page that utilizes buckets is very similar to building a filter report.
- Navigate to the appropriate bucket page.
- Click Filter.
- The text in the section heading will depend on the page.
- The text in the section heading will depend on the page.
- Click the field or data you want to filter in the Filter By section.
- The options in the section will differ for each page.
- The options in the section will differ for each page.
- Add the desired criteria, and then click Apply Report Filter.
- The Add Filter section will differ depending on the selected filter.
- The Add Filter section will differ depending on the selected filter.
- Repeat steps 2-4 to continue applying filters as needed.
- Multiple filters can be applied.
- Each filter will apply criteria to the current report results, which will to narrow the data displayed.
- Click the X icon next to the filter to delete applied filters.
The method to utilize the Save As and Load options are the same as other filter reports.