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Filtering reports lets you narrow down what data is included in the report. Think of filtering as a quick version of searching. For example, if you want to send a letter to all women in your organization, you can add a filter to show only women in the Master Listing of Addresses report.


Filtering is not available for all reports. If this is the case, the option is grayed-out.

 To filter a report
  1. In the reports window, select the report you want to filter.
  2. Optional: If the report is a Contributions or Financial Suite report, select the appropriate date range in the lower sidebar.
  3. Click Customize.
  4. On the Report Options tab, select Filter, then click Select.
  5. In the Edit Report Filter window, under Available Fields, expand the field categories until you locate a field you want to apply to the filter.
  6. Select the field and click Add.
  7. Enter the criteria for the field and click OK. For example, "gender = female."
  8. When you finish adding criteria to the filter, click Close.
  9. To view the filtered report, click Preview.