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:
In the How You'd Like to Adjust This Report text box, describe one or more filters you want to add.
Click Refine Report. Bloomerang CRM adds the filter to your report.
Add Filters Manually
To manually add a filter:
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 you add, click Apply.
If your report already includes or excludes filters:
To view the filter details, click the filter.
Tip: For complex filters, you can also hover over the filter to see a summary.
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.
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:
If you're creating a new report:
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."
Click Build Report.
If you're editing an existing report:
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."
Click Refine Report.
Manually Filter for Other Types of Information
To manually filter for other types of information:
Click Add Filter.
Click Has Addresses.
In the Records list, click Specific Addresses.
Click Apply.
In the Include section for the Has any Specific Addresses filter, click Add Filter.
Search for and select State.
In the Values list, select Maine.
Click Apply.
Click And.
Search for and select Type.
From the Values list, select Vacation.
Click Apply.
Click Apply again.
Filter on Comparisons
Set filters to compare one set of criteria to another. You can compare numbers or transactions.
Compare to Numbers
This table shows you can compare amounts, using $5.00 as an example amount.
Comparison | From | To |
At least | $5.00 | (leave blank) |
At most | $0.00 | $5.00 |
Equals | (leave blank) | $5.00 |
Any number | (leave blank) | (leave blank) |
Compare Transactions
When you are looking for constituents with specific transaction information, set up comparison transaction filters.
To use conversational reporting to compare transactions:
If you're creating a new report:
In the Describe Your Report and Watch it Come to Life text box, describe the transactions you want to compare.
Click Build Report.
If you're editing an existing report:
In the How You'd Like to Adjust This Report text box, describe the transactions you want to compare.
Click Refine Report.
To manually add filters than compare transactions:
Click Add Filter.
Add the Has Transactions filter.
Click Has Any and select The Calculated.
(Optional) to filter more specifically, click All Transactions and change it to Specific Transactions.
For example, compare to a value, such as pledge averages to $1000.
As another example, compare calculated values, such as this year's giving and last year's giving.
Click Apply until you’re back on the main report screen.
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:
If you're creating a new report:
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."
Click Build Report.
If you're editing an existing report:
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."
Click Refine Report.
Manually Add Filters to Find Empty Fields
To manually add filters that find empty fields:
Click Add Filter.
Add your filter. For example, click the Appeal filter.
Click Is and don’t select a value.
Click Apply.