Create reports that take advantage of your donor segmentation. For example, create a report and add a filter for a group that your organization created. Or, add a filter for a group that Bloomerang CRM created for you.
Use constituent reports to add new groups. For example, add a new report and filter for donors with the Is Head of Household filter set to Yes. To refine the constituent list more, add more filters. For example, add a filter for communication channel preference to identify heads of household who prefer phone calls.
You can also run a report to add members in bulk to an existing group, or to remove donors in bulk from a group.
To learn how groups and donor segmentation benefit your organization, read Groups.
Create a Report for a Group
In reports, the Groups option includes filters for all groups in Bloomerang CRM. You can also add a Groups column to the report results.
Use Conversational Reporting to Create the Report
To use conversational reporting to create a report for an existing group:
Click Reports.
In the Describe Your Report and Watch it Come to Life text box, describe the report you'd like to build.
Click Build Report.
For detailed information about how to build reports with conversational reporting, read Create Reports.
Manually Create the Report
To manually run a report for an existing group:
Click Reports.
Create a new constituent report or edit an existing report. Read Create Reports.
In the Include or Exclude section, click Add Filter. Read Report Basics: Add Filters.
Search for and select the Groups filter.
From the Values list, select a group. Bloomerang-created groups have a "b" icon
.
Click Apply.
To add other groups as filters, click And or Or. Read Report Basics: And versus Or.
To segment the constituent list more, click And or Or and add other filters.
For example, your organization might customize communication based on age group and communication channel preference. Add the Birth Date and Preferred Communication Channel filters.
See Group Membership in Report Results
To show group membership in report results:
In your report, click Columns.
Search for Groups.
Click Add.
Click Apply.
To organize the list by group membership:
Click the Groups column.
Click Group By This Column.
Click Apply.
Run a Report to Add or Update a Group
Add the constituents generated by a report to a new or existing group.
You must run the report by Constituent. If you run the report by Household, you cannot add constituents to a group from the report results.
To run a report and add a group:
Create or run a constituent report. Read Create Reports.
Click Actions.
Select one of these options:
Add to New Group: Create a new group and add the selected constituents as group members.
Add to Group: Add the selected constituents as members to an existing group.
If you selected Add to New Group, enter the Group Name and then click Add Group.
If you selected Add to Group, from the Search Groups list, select one or more groups and then click Add.
Tip: You can select Add to Group even if some constituents generated by the report already belong to the group. The same constituent record is not added to the group twice.
Run a Report to Remove Group Members
To run a report to remove members from a group:
Run a report.
Click Actions.
Select Remove From Group.
From the Search Groups list, select the group.
Click Remove.
To confirm that you want to delete the group members, click Remove again.