Select filters to find and focus on important data. You can filter the Opportunities list, the Shifts list for an opportunity, and the Volunteers list for an organizatfion 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
Filter Volunteers on the Organization Level
To filter the organization-level Volunteers list:
If you are in more than one organization, make sure you are in the right one.
In the navigation menu, click People, and then click Volunteers.
Click Filters.
Select a filter category, or click Expand All to expand the options for all filter categories.
Select a filter.
Select or enter the required filter information.
Click Add Filter.
(Optional) Add more filters.
When you apply filters, an active filters section appears on the Volunteers list that you can expand or collapse. The active filters section shows the following information:
The number of filters applied (for example, 2 Filters Active).
Each separate filter. If you have multiple filters, each pair of filters has a connector tag (And or Or) between it.
A Clear filters option. Clear filters clears all active filters.
To combine filters with And or Or logic on the Volunteers list, read Combine Filters with And or Or Logic on the Volunteers List.
To remove filters from the Volunteers list, expand the active filters section and do one of the following:
To remove one filter, click the X on that filter.
To remove all filters, click Clear filters.
Filter Volunteers on the Opportunity Level
To filter a volunteer list:
If you are in more than one organization, make sure you are in the right one.
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:
Click Opportunities.
Select an opportunity, or use the search box to find and select an opportunity.
In the opportunity menu, click People, and then click Volunteers.
Click the Show Filters icon
.Click a volunteer filter category.
Click a filter.
Select the filter options.
Click Filter.
(Optional) Add more filters.
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
on the volunteer list.
Filter Shifts
To filter an opportunity’s shifts:
If you are in more than one organization, make sure you are in the right one.
Click Opportunities.
Select an opportunity, or use the search box to find and select an opportunity.
In the opportunity menu, click Schedule, and then click Shifts.
Click the Show Filters icon
.Click a shift filter category.
Click a filter.
Select the filter options.
Click Filter.
(Optional) Add more filters.
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
on the shift list.
Filter Opportunities
If you are in more than one organization, make sure you are in the right one.
Click Opportunities.
Click Show Filters.
Click an opportunity filter category.
Click a filter.
Select the filter options.
Click Filter.
(Optional) Add more filters.
The filtered opportunity list shows:
The number of filtered results
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
.
Tip: Click the Live Opportunities, Upcoming Opportunities, or Past Opportunities tiles on your organization Dashboard to view only the opportunities with the status you choose.
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: Opportunity Status, Opportunity Visibility, Number of Opportunities (Across All, Live, Past, or Upcoming), Membership (Is in Opportunity, Is Not in Opportunity), Opportunity Manager Role (Is an Opportunity Manager, Is Not an Opportunity Manager)
Schedule: Shift Confirmations, Schedule Conflict Status, Total Hours Scheduled (Across All, Past, Today, or Upcoming), Number of Shifts (Across All, Past, Today, or Upcoming), Total Shifts on Waitlist (Across All, Past, Today, or Upcoming)
Hours Worked: Lifetime Hours, Hours Status (Organization), Date Hours Worked (Organization), Hours by Opportunity, Date Hours Worked (Opportunity), Has Logged Hours (Opportunity), Has Not Logged Hours (Opportunity), Value of Hours (Lifetime Value of Hours, Value of Hours by Opportunity)
Contributions: Lifetime Contributions, Contributions by Opportunity, First Contribution (Date), Latest Contribution (Date), Average Contribution Time (Organization), Average Contribution Time (Opportunity), Active Contribution Status (Current), Active Contribution Status (Historical), Engagement Status
Tags: Has or Does Not Have tags you've created
Availability: Currently Available, General Availability Status, Is Available (Date), Is Available (Day of Week), Is Not Available (Date), Is Not Available (Day of Week)
Template Form & Profile Fields: Bio, Date of Birth, Gender, Mobile Phone Number, Address (Address Fields Complete, Address Fields Incomplete, Search Address Specifics), Emergency Contact, T-Shirt Size, Organization Waiver
Custom Form & Profile Fields: Custom form and profile fields you’ve created
Qualifications: Has Qualifications, Does Not Have Qualifications, Organization Qualification Status, Number of Organization Qualifications
Bloomerang CRM (if applicable): Sync Status, Last Sync Date/Time, Sync Errors
The opportunity-level volunteer list includes some unique filter categories including:
General Opportunity
Role Based
Group Based
For example, select the Availability category to see the availability-related filters. If you select the Availability filter, you can select days and times. When you click Add Filter, the Volunteers list shows 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, visibility, and status
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.
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.
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 
. On the organization-level Volunteers list, click Clear Filters in the active filters section, or click Clear on the Volunteers list.