Skip to main content

Report Basics: Add Filters

Customize report data by adding filters in Bloomerang CRM

Add and edit filters to customize your report data. The fastest way to manage filters is to describe what you want with conversational reporting. You can also manage filters manually.

For a complete list of filters you can add, read Report Columns and Filters.

Add Filters with Conversational Reporting

To add a filter with conversational reporting:

  1. Create or edit a report.

  2. In the How You'd Like to Adjust This Report text box, describe one or more filters you want to add.

  3. Click Refine Report. Bloomerang CRM adds the filter to your report.

Add Filters Manually

To manually add a filter:

  1. Create or edit a report.

  2. If your report doesn't yet include or exclude any filters:

    1. To include specific data in your report, in the Include section, click Add Filter.

    2. To exclude specific data in your report, in the Exclude section, click Add Filter.

    3. Follow the prompts to select the settings for that filter. If you have more choices to make, you are taken to another screen or filter section.

    4. For each filter setting and filter, click OK.

  3. If your report already includes or excludes filters:

    • To view the filter details, or to edit the filter, click the filter.

    • To include more data in your report, in the Include section, click And or Or. Then, select your filter and filter settings.

    • To exclude more data in your report, in the Exclude section, click And or Or. Then, select your filter and filter settings.

      Example of a constituent report with a transaction filter

  4. (Optional) To move filters, click and drag them.

  5. To save your changes, click Save As and select an option.

Filter on Other Types of Information

You can include filters that look for specific information about another type of data.

For example, you're creating a constituent report and want to find constituents with vacation addresses in Maine.

Use Conversational Reporting to Filter for Other Types of Information

To use conversational reporting to filter for other types of information:

  1. If you're creating a new report:

    1. In the Describe Your Report and Watch it Come to Life text box, describe the report you'd like to build. Example: "Find constituents who have vacation addresses in Maine."

    2. Click Build Report.

  2. If you're editing an existing report:

    1. In the How You'd Like to Adjust This Report text box, describe how you want to refine the report filters. Example: "Show only constituents who have vacation addresses in Maine."

    2. Click Refine Report.

Manually Filter for Other Types of Information

To manually filter for other types of information:

  1. Create or edit a report.

  2. Click Add Filter.

  3. Click Has Addresses.

  4. Click Addresses and click Specific Addresses.

  5. In the Address Filters and Include section, click Add Filter.

  6. Click State.

  7. Enter or select Maine from the menu.

  8. Click OK.

  9. Next to State is Maine, click And.

  10. Click Type.

  11. Enter or select Vacation.

    Example of cross-data filters

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

Filter on Comparisons

Set filters to compare one set of criteria to another. You can compare numbers or transactions.

Compare to Numbers

The Between criterion compares numbers. The following tables shows how to set up comparisons using the number 5:

Comparison

Type numbers in the Zero and Infinity fields

At least

At most

Equals

Any number

Compare Transactions

When you are looking for constituents with specific transaction information, set up comparison transaction filters.

To use conversational reporting to compare transactions:

  1. If you're creating a new report:

    1. In the Describe Your Report and Watch it Come to Life text box, describe the transactions you want to compare.

    2. Click Build Report.

  2. If you're editing an existing report:

    1. In the How You'd Like to Adjust This Report text box, describe the transactions you want to compare.

    2. Click Refine Report.

To manually add filters than compare transactions:

  1. Create or edit a report.

  2. Click Add Filter.

  3. Add the Has Transactions filter.

  4. Click Has Any change that filter to The Calculated.

  5. (Optional) to filter more specifically, click All Transactions and change it to Specific Transactions.
    ​
    Example: Compare to a value, such as pledge averages to $1000.

    Filters that compare pledge averages to $1000
    ​
    Another example: Compare calculated values, such as this year's giving and last year's giving.

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

    Filters that compare this year's giving to last year's giving

Use Filters to Find Empty Fields

Fields that aren't required might not be filled out during data entry. This is especially true of custom fields. For example, you might want to find transactions that don't have an appeal.

Use Conversational Reporting to Find Empty Fields

To use conversational reporting to find empty fields:

  1. If you're creating a new report:

    1. In the Describe Your Report and Watch it Come to Life text box, describe the report you'd like to build. Example: "Find transactions without appeals."

    2. Click Build Report.

  2. If you're editing an existing report:

    1. In the How You'd Like to Adjust This Report text box, describe how you want to refine the report filters. Example: "Show only transactions without appeals."

    2. Click Refine Report.

Manually Add Filters to Find Empty Fields

To manually add filters that find empty fields:

  1. Create or edit a report.

  2. Click Add Filter.

  3. Click Appeal.

  4. Click Is and then Is Empty.

    Appeal is Empty filter

  5. Click OK until you get back to the main report screen.

Related

Did this answer your question?