Understanding Filtering and Reporting

Feature Overview: Filtering and Reporting

Creating a filter is the easiest way to easily view a group or segment of your donors or transactions within 'Donor Management' – without the need to search through each record for the information you need.

Filters can help you view all donations from a particular campaign or create a list of contacts who gave to your organization in 2023 – but not in 2024. It can even help you determine which contacts live in a specific region (identifying those close to one of your upcoming events) or which donors regularly give over a certain amount.

Check out the articles below for help deciding which filters to use, how to create and save filters, how to build more complex filters for various uses, and how to filter and report on a specific set of transactions.

Feature Availability

This feature is available for all users with access to the Fundraising Essentials package with 'Staff'- level administrative access or higher within 'Donor Management'.

What do you need help with?

• How do I create a new filter?

• How do I build more complex filters?

• How do I save a filter?

• How do I know which type of filter I should use?

• How do I use a recommended filter?

• How do I use filters and groups?

• How do I create a filter to specifically report on Bonterra Payments transactions?

• How do I create a report on transactions made through Bonterra Payments?

• How do I calculate my donor retention rate?

• How do I report on memberships in 'Donor Management'?

   

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