To customize your reports in Bloomerang CRM, add report filters. For a complete list of filters you can add, read Report Columns and Filters.
To add a filter:
Create or edit a report.
If your report doesn't yet include or exclude any filters:
To include specific data in your report, in the Include section, click Add Filter.
To exclude specific data in your report, in the Exclude section, click Add Filter.
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.
For each filter setting and filter, click OK.
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.
(Optional) To move filters, click and drag them.
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 are creating a constituent report. You want to find constituents with vacation addresses in Maine.
Create or edit a report.
Click Add Filter.
Click Has Addresses.
Click Addresses and click Specific Addresses.
In the Address Filters and Include section, click Add Filter.
Click State.
Enter or select Maine from the menu.
Click OK.
Next to State is Maine, click And.
Click Type.
Enter or select Vacation from the menu.
Figure 1: Cross-data filters after step 10.
Keep clicking 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. Figure 2 shows comparing to a value, and Figure 3 shows comparing calculated values.
Create or edit a report.
Click Add Filter.
Click Has Transactions.
Click Has Any and then The Calculated.
(Optional) to filter more specifically, click Transactions and change it to Specific Transactions.
Click OK until you are back on the main report screen.
Figure 2: Compare pledge averages to $1000
Figure 3: Compare this year's giving to last year's giving
Filter for Empty Values
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.
To find empty fields:
Create or edit a report.
Click Add Filter.
Click Appeal.
Click Is and then Is Empty.
Click OK until you get back to the main report screen.