Skip to main content

Use Filters

Bloomerang Volunteer

Updated over 2 weeks ago

Select filters to find and focus on important data. You can filter the Opportunities list, the Shifts list for an opportunity, and the Volunteer list for an organization or opportunity. You can apply multiple filters at the same time.

Tip: Add multiple filters to view and take action on very specific groups of volunteers. For example, you might filter for volunteers with the Server role who have a Smart Serve qualification.

Filter Volunteers

To filter a volunteer list:

  1. If you are in more than one organization, make sure you are in the right one.

  2. Do one of the following:

    • For the organization volunteer list, click People from the side menu, and then click Volunteers.

    • For an opportunity-specific volunteer list:

      1. Click Opportunities.

      2. Select an opportunity, or use the search box to find and select an opportunity.

      3. In the opportunity menu, click People, and then click Volunteers.

  3. Click the Show Filters icon .

  4. Click a volunteer filter category.

  5. Click a filter.

  6. Select the filter options.

    Filter Roles list with filters selected

  7. Click Filter.

  8. (Optional) Add more filters.

  9. To close the filter list and view your filtered volunteer list, click X . The filtered list appears and shows:

    • The number of filters applied

    • The number of filtered results

    • A Clear all filters option

To remove filters from the volunteer list, do one of the following:

  • To remove one filter, click the filter in the filter list, and then click Clear.

  • To remove all filters, click Clear all filters Clear Filters icon on the volunteer list.

Clear all filters on the volunteer list

Filter Shifts

To filter an opportunity’s shifts:

  1. If you are in more than one organization, make sure you are in the right one.

  2. Click Opportunities.

  3. Select an opportunity, or use the search box to find and select an opportunity.

  4. In the opportunity menu, click Schedule, and then click Shifts.

  5. Click the Show Filters icon Show Filters icon.

  6. Click a shift filter category.

  7. Click a filter.

  8. Select the filter options.

    Filter Total Volunteers on Waitlist settings

  9. Click Filter.

  10. (Optional) Add more filters.

  11. To close the filter list and view your filtered shift list, click X at the upper right. The filtered list appears and shows:

    • The number of filters applied

    • The number of filtered results

    • A Clear all filters option

To remove filters from the shift list, do one of the following:

  • To remove one filter, click the filter in the filter list, and then click Clear.

  • To remove all filters, click Clear all filters Clear all filters on the shift list.

Clear all filters on the shift list

Filter Opportunities

  1. If you are in more than one organization, make sure you are in the right one.

  2. Click Opportunities.

  3. Click Show Filters.

    Show Filters button

  4. Click an opportunity filter category.

  5. Click a filter.

  6. Select the filter options.

    Status: Background Check options

  7. Click Filter.

  8. (Optional) Add more filters.

  9. The filtered opportunity list shows:

    1. The number of filtered results

    2. A Clear all filters option

To remove filters from the opportunity list, do one of the following:

  • To remove one filter, click the filter in the filter list, and then click Clear.

  • To remove all filters, click Clear all filters Clear all filters icon.


Volunteer List Filters

To sort a volunteer list, you can add one or more filters from any category. Each category contains multiple filters. For example, the organization-level volunteer list includes the following filter categories and filters:

  • General Organization: Permissions, Average Star Rating, Date Joined Organization, Preferred Language, Last Login, Claimed Account Status, Email Preferences, Email Unsubscribe Date

  • Opportunity Based: Opportunity, Visibility of Opportunity, Opportunity Status, Number of Opportunities, Opportunity Manager

  • Schedule Based: Shift Confirmations, Total Hours Scheduled, Number of Shifts, Total Shifts on Waitlist, Schedule Conflict Status

  • Hours Worked: Lifetime Hours, Hours by Opportunity, Date Hours Worked (Organization), Date Hours Worked (Opportunity), Hours Status (Organization), Hours Status (Opportunity), Lifetime Value of Hours, Value of Hours by Opportunity

  • Contribution: Lifetime Contributions, Contributions by Opportunity, First Contribution, Latest Contribution, Active Contribution Status (Current), Active Contribution Status (Historical), Average Contribution Time (Organization), Average Contribution Time (Opportunity), Engagement Status

  • Tag Based: Tags you've created.

  • Form Questions: Bio, Date of Birth, Gender, Mobile Phone Number, Address, Emergency Contact, T-Shirt Size, Organization Waiver

  • Qualification: Organization Qualifications, Organization Qualification Status, Number of Organization Qualifications

  • Availability Based: Availability, Availability Status, Currently Available, General Weekly Availability

The opportunity-level volunteer list includes some unique filter categories including:

  • General Opportunity

  • Role Based

  • Group Based

For example, select the Availability Based Filters category to see the four availability-related filters.

If you select the Availability filter, you can select days and times.

When you click Filter, the Volunteer list shows you only volunteers available during the times you selected.

Opportunity List Filters

You can filter and search the opportunity list to easily find opportunities. The available opportunity filters include:

  • Opportunity listing filters, such as date range and visibility

  • Opportunity control filters, such as maximum volunteers, signup button state, and geo-location tracking

  • Tag-based filters

Click a filter to open its settings. Select a filter setting, then click Filter to add the filter.

300

To search for specific opportunities, use the search box.

Note: The search box only searches by opportunity name.

Schedule List Filters

Schedule filters help you manage your schedule and easily sort through your shifts. To sort the Schedule list, you can add one or more filters from any category. Each category contains multiple filters:

  • Shift-Based Filters: Places, Date Scheduled, Days, Time, Current Shifts, Roles, Shift Stage (Publish/Draft) , Public/Private Roles, Schedule Shortages, Volunteers Required & Signup Limit, Shift Length, Shift Confirmation, Volunteer Scheduling Conflicts, Total Volunteers on Waitlist, Series Titles, Shift Type

  • Tag-Based Filters

For example, to view all shifts for a role, use a filter. Click the Shift-Based Filters category, select the Roles filter, and select Has any of these Roles.

Roles settings

Multiple Selections

Bloomerang Volunteer holds on to your selection even when you remove filters. This means you can layer multiple selections and take action on different, filtered groups at the same time.

For example, click the Roles filter and select All. Next, remove that filter and search for another person who isn't in that role that you would like to select as well. You can then take action on that entire selection. You could add or remove roles for everyone in the filtered listed, or email everyone in the list.

To clear your selection, click the Clear All Filters icon filters_clear.

Did this answer your question?