Common Filters

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

- Using The Or Filter

- Create Custom Reports

- Saved Filters (Searches)


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.

Declined transactions

Head to the Activities page. Filter in the Current View bar: "Successful Transaction: No"

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Contacts that are deceased

Head to the Contacts page. Filter in the Current View bar: "Is Deceased"

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First time donors

Head to the Activities page. Filter in the Current View bar: "First Transaction"

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Online donations

Head to the Activities page. Filter in the Current View bar: "Transaction Type: Online Credit"

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Offline donations

Head to the Activities page. Filter in the Current View bar: "Transaction Type: Online Credit" and Invert it

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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.

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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.

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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.

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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.

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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.

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Contacts that have email addresses

Head to the Contacts page. Filter "Has Email: Yes".

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Contacts that have mailing address

Head to the Contacts page. Filter "Has Address: Yes".

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Contacts that have a $0 lifetime balance

Head to the Contacts page. Filter "Has Transaction: No".

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Transactions that have been acknowledged

Head to the Activities page. Filter "Acknowledged: Yes".

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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'".

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Contacts that are in a particular group

Head to the Activities or Contacts page. Filter "In Group: 'group_name'".

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Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member. 

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