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Use Filters from Another Report

Updated over a week ago

When creating a report, letter, or email, you can reference an existing report to pull in the results of that report.

For example: when building the recipients list for an email, use the Is in a Constituent Report filter to include the results of a constituent report. This lets you filter for constituents that match your desired constituent-based criteria. Or in a letter, filter for Has Transactions and use the Is in a Transaction Report filter to reference a transaction-based report. This allows you to send an email to a group of constituents that have a transaction listed in the referenced transaction report.

Note: If the criteria in the referenced report changes, the results in the reports, letters, or emails that reference it will also change.

In this article:

Reference a Report

From a report, email, or letter:

  1. Add a filter.

  2. Click the type of data the referenced report is based on. In this example, click Constituent because your LYBUNT report is a constituent-based report.

  3. Click Add Filter.

  4. Click Is In a Constituent Report.

  5. Click Select a Report and then your LYBUNT report.

    select-report.png

  6. Click OK until you are back on the main report page.

  7. Add any other filters.

Copy Filters from Referenced Report

Copy the filters to your report, email, or letter to adjust them. Copying the filters also breaks the link between the two reports. Changes to the referenced report do not affect the other report.

  1. After choosing your referenced report, click Copy Filters.

  2. Adjust the filters as needed.

  3. Click OK until you are back on the main report screen.

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