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Use Filters from Another Report

When you create a report, letter, or email, you can reference an existing report to pull in its results.

For example, when you build the recipient 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 who match the criteria you want. In a letter, filter for Has Transactions and add the Is in a Transaction Report filter to reference a transaction-based report. This targets the constituents who have a transaction in that report, so you can send them the letter.

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

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.

  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.
    ​Coy filters from another report

  2. Adjust the filters as needed.

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

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