Run 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.
Run 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.
To run report a for an existing group:
Select 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.
Select the Groups filter.
Select a group. Bloomerang-created groups have a green icon.
To add other groups as “or” filters, select the groups.
Click OK.
To add other groups as “and” filters, click And and repeat Steps 3–5. 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 see group membership in report results:
Above the report results, click Add Column.
From the filter list, select Groups.
To organize the list by group membership, click Group By This Column.
Click OK.
If you change the filter type to Household, only Bloomerang Donor Groups appear in the Groups column, even if group members belong to groups that your organization created.
For example, here is a report that uses Household filters and the Groups column:
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.
Select Action and 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.
Select Action > 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.