Overview
Find and pull a list of contacts who have never given before. Find and create a list contacts who have given a certain amount in a year. Find and report on contacts with mailing addresses, emails, and more. Learn how to run a search or filter for contacts (or activities) that match a certain criteria. Filtering and Reporting in Kindful is very powerful. This article contains common filters you can use.
- VIDEO: How to filter properly
Unsure whether to use Activities or Contacts for your report?
One quick tip to know whether to use activities or contacts is to ask yourself: "Do I want a list of the donors who fit a certain criteria or do I want a list of all the transactions that donors in this criteria have done?"
Commonly Used Filters
Below is a list of commonly used filters for common scenarios in which you may find yourself.
Of Note: Any of these filters with "Yes" or "No" answer values can be filtered for the opposite option by simply changing the "Yes" to a "No" and vice versa.To know whether to use activities or contacts ask : "do I want a list of the donors who fit a certain criteria or do I want a list of all the transactions that donors in this criteria have done?"
Declined transactions
Head to the Activities page. Filter in the Current View bar: "Successful Transaction: No"
Contacts that are deceased
Head to the Contacts page. Filter in the Current View bar: "Is Deceased"
First time donors
Head to the Activities page. Filter in the Current View bar: "First Transaction"
Online donations
Head to the Activities page. Filter in the Current View bar: "Transaction Type: Online Credit"
Offline donations
Head to the Activities page. Filter in the Current View bar: "Transaction Type: Online Credit" and Invert it
Donors that gave a particular amount
For individual transactions, head to the Activities page. Filter in the Current View bar: "Amount Equal To: 'amount'".
This will display a list of individual transactions of that amount.
For sum total amounts (lifetime, calendar/fiscal year, etc.), head to the Contacts page. Filter in the Current View bar (e.g.): "Lifetime Transaction Amount Greater Than: 100".
Of Note: There are many Transaction filters that can be used here. Please reference our Contacts Glossary for a full list.
Donors that gave more than a particular amount within a time period
Head to the Contacts page. Filter in the Current View Bar "Total Transaction Amount Greater Than X Within: 'numeric_value' , 'number_of_months'". This is a two-part filter, and will require two values be input - one for the dollar value and another for the time period (in months).
We recommend entering the first value then using the "tab" key on your keyboard to move to the next entry spot.
Donors and Donations to specific campaign(s)
Head to the Activities page. Filter "By Campaign: 'campaign_name'".
This will display a list of all transactions made to the specific Campaign.
Where to find Donors that have given to specific campaign(s)
Head to the Contacts page. Filter "To Campaign: 'campaign_name'".
This will display a list of all donors that have made a donation to the specific Campaign.
Contacts that have email addresses
Head to the Contacts page. Filter "Has Email: Yes".
Contacts that have mailing address
Head to the Contacts page. Filter "Has Address: Yes".
Contacts that have a $0 lifetime balance
Head to the Contacts page. Filter "Has Transaction: No".
Transactions that have been acknowledged
Head to the Activities page. Filter "Acknowledged: Yes".
All donors in a particular year that have given more than a particular value
Head to the Contacts page. Filter "In Calendar Year, Total Transaction Amount Greater Than: 'Year', 'numeric_value'".
Contacts that are in a particular group
Head to the Activities or Contacts page. Filter "In Group: 'group_name'".
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