How Actions Filtering Works in Reporting

This document describes how the Actions filtering system works in Alpine — what filters are available, how to use them, and how behavior differs by user role.

---

Overview

The Actions page (/actions) provides a multi-dimensional filtering interface that lets users narrow down action records by type, date, person, amount, organization entity, and more. Filters can be combined freely, and results update dynamically without the page reloading.

---

AND vs. OR Logic

Understanding how filters combine is important for getting accurate results:

• Across different filter dimensions → AND
  Every filter you set must be satisfied. For example, if you filter to "Donations" AND "Verified Only" AND "Last 30 Days", a result must match all three conditions.

• Within the Action Type filter → OR
  If you select multiple action types (e.g. Donation + Membership), results can match either type. Selecting more types broadens the results.

Example: Filtering to Donations + Memberships, verified only, in the last 30 days — returns actions that are (a donation OR a membership) AND verified AND within the date range.

---

Available Filters

Action Type

Actions are categorized by type. You can filter to one or more of the following:

How to use:

• Click a type button to toggle it on or off (multiple selections allowed — results match any selected type)

• Ctrl/Cmd + Click a button to select only that type and deselect all others

---

Date Range

Choose from a wide range of preset options or enter a custom range:

Important note about date range behavior:

Most date ranges include today up to the current moment. The end time is always "right now," not the end of today.

Examples:

• "Last 7 Days" = 7 days ago at 00:00:00 → current date and time

• "This Calendar Month" = 1st of this month at 00:00:00 → current date and time

• "Today" = today at 00:00:00 → current date and time

So if you're filtering at 2:30 PM on Tuesday, "Last 7 Days" includes all actions from the past week through 2:30 PM Tuesday.

When Custom is selected, the start date and end date fields become active. Dates should be entered in MM/DD/YYYY format.

If no date filter is specified, the page defaults to Last 90 Days.

---

Verified Status

Filter actions by whether they have been verified:

• All Actions — show everything regardless of verification status

• Only Verified — show only verified actions

• Only Unverified — show only actions that have not been verified

---

Created By

Filter to actions entered by a specific team member. The dropdown shows all enabled users. Select All Users to include actions from everyone.

---

Assignee

Filter to actions assigned to a specific team member. Select Unassigned to show only actions with no assignee.

---

Amount Range

Filter by transaction amount using a min and/or max value. This applies to donations, memberships, and tickets. Leave either field blank to set an open-ended range (e.g. "at least $500").

---

Entity Filter (Tag / Group / Campaign / Category)

Filter actions based on their association with an organizational entity:

1. Choose whether to Include or Exclude matching records

2. Select the entity type: Tag, Group, Campaign, or Category

3. Select the specific entity from the populated dropdown

How it works under the hood:

• Tag/Group filters — finds all constituents with that tag or group, then returns their actions

• Campaign/Category filters — finds all actions directly associated with that campaign or category

• Exclude mode — returns all actions that do not match the entity

---

Filter State

Filters are applied dynamically and do not update the page URL. This means:

• Filters are not preserved if you refresh the page

• Filtered views cannot be bookmarked or shared via URL

• Navigating away and returning will reset all filters to defaults

---

Statistics Panel

When filters are applied, Alpine automatically calculates aggregate statistics for the filtered result set. Depending on which action types are selected, the stats panel may show:

• Total action count and verified action count

• Donation count and total verified donation amount

• Membership count

• Ticket count

• Volunteer hours total

• Advanced metrics (pledges, recurring donations) where applicable

---

Bulk Operations

With filters applied, you can perform mass operations on all matched actions:

A confirmation prompt appears if more than 100 actions would be affected.

---

Exporting Filtered Results

Click the Export button to download filtered actions as a CSV file. Before exporting, you can choose exactly which fields to include:

• Action fields — type, date, amount, verified status, notes, assignee, etc.

• Constituent fields — name, email, address, phone, etc.

• Campaign / Category data

• Tags data

Limits:

• A warning appears for exports over 5,000 rows (may be delivered by email)

• Maximum export size is 100,000 rows

---

Role-Based Differences

Entry-Only Users

Users with the entry_only role have a restricted view of the Actions page:

• If entry_only_view is disabled: can only see actions they personally created

• If entry_only_view is enabled: can see all non-transaction actions (no donations, memberships, or tickets)

• The Relationships section and Tag management controls are hidden

Staff / Donor Insights Users

Users with staff access or the donor_insights_enabled flag have access to an additional Report Type toggle:

• Normal Reporting — the standard Actions view

• Donor Insights — an alternate analytics report mode with its own set of metrics and date parameters

All Other Users

All filters are visible and available without restriction.