To get the exact report you want, sometimes it's best to create custom reports using filters. Below are some commonly-used Activity and Contact filters in Kindful, with their associated purpose.
For more basic information on filtering, see the Using Filters in Kindful article.
Don't see the filter you need below? Email email@example.com with your question and we'll be happy to assist.
|After Date||Displays activities that occur after a specified date.|
|Before Date||Displays activities that occur before a specified date.|
|Amount Greater/Less Than||Displays transactions including and greater/less than the amount specified.|
|By Campaign||Displays activities associated with a particular Campaign. The options will list all active campaigns in Settings > Campaigns.|
|By Fund||Displays activities associated with a particular fund. All active funds can be found in Settings > Funds.|
|Prior Week/Month/Quarter/Year||Displays activities that occurred in the prior week, month, quarter, or year.|
|This Week/Month/Quarter/Year||Displays activities that occurred in the current week, month, quarter, or year.|
|Successful Transaction||Displays transactions that have processed successfully. Will exclude all other activities, including declined transactions.|
|With Answer||Search for select-type (drop down menu) campaign custom fields.|
|Gave More Than X Within||
Displays any contacts whose successful donations, when totaled, are more than the specified amount within the specified time range in months.
This is a two-part filter:
For the first value enter a dollar amount. And, for the second value, enter the month range, not including the current month.
|In Calendar Year, Gave More/Less Than||Displays contacts that gave an amount equal to or more/less than a particular amount in a particular calendar year (Jan-Dec).|
|Is Archived: Yes/No||Displays contacts that are archived or not. The only way to see while searching contacts that have been archived .|
|In City||Displays contacts who live in a particular city, as determined by their postal code.|
|In State||Displays contacts who live in a particular U.S. state, as determined by the selection in the State field.|
|In Country||Displays contacts who live in a particular country, as determined by the selection in the Country field.|
|Near Postal||Displays contacts within a range of a specified postal code. This is a two part filter. The first field specifies the postal code, and the second the radius from that postal code.|
|Has Signed In||Displays contacts who have confirmed their email address and signed into their Kindful giving profile. This can be very useful for troubleshooting login issues with donors.|
|To Custom Field||Displays contacts with contact custom field values.|
|To Campaign||Displays contacts who have a transaction belonging to the specified campaign.|
|Has Email: Yes/No||Displays contacts who have or don't have an email address.|
|Join Date Before/After||Displays contacts with a join date before or after the date specified.|
|Lifetime Giving Greater/Less Than||Displays contacts with a lifetime giving equal to/greater than or equal to/less than the amount specified.|
|LYBUNT||Displays contacts who gave last year but not this year.|
|SYBUNT||Displays contacts who gave in the year specified but not this year.|
|Contact Field Present||Displays contacts with any value (for Yes) or lack thereof (for No) in a variety of contact fields. This can be very helpful when archiving contacts synced without a name via an integration.|