--- title: How Actions Filtering Works in Reporting description: Actions Reporting --- [Skip to content](https://kbhelp.humanitru.com/knowledge/how-actions-filtering-works-in-reporting#main-content) English Show submenu for translations [Contact us](https://kbhelp.humanitru.com/knowledge/kb-tickets/new?hsLang=en) [![Humanitru-logo-green-horiz-lo-rez-web-main-RGB-3.png\]](https://kbhelp.humanitru.com/hs-fs/hubfs/Humanitru-logo-green-horiz-lo-rez-web-main-RGB-3.png?height=40&name=Humanitru-logo-green-horiz-lo-rez-web-main-RGB-3.png)](https://kbhelp.humanitru.com/knowledge?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://kbhelp.humanitru.com/knowledge/kb-tickets/new) Hello. How can we help? - There are no suggestions because the search field is empty. 1. [Help Center](https://kbhelp.humanitru.com/knowledge?hsLang=en) 2. [Humanitru Database](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en) 3. [Reports](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#reports) # 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:   | Action Type | Description | | --- | --- | | Donation | Monetary gift | | Membership | Membership transaction | | Ticket | Ticket/event purchase | | Hours | Volunteer hours logged | | Email Sent | Outbound email record | | Email Open | Email open event | | Email Click | Email link click event | | Phone | Phone call logged | | Text | Text/SMS logged | | Meeting | In-person or virtual meeting | | Mail | Physical mail logged | | Check-in | Event check-in | | Entry / Notes | General notes or data entry |   **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: | Category | Options | | --- | --- | | **Recent** | Any Time Range, Today, Yesterday | | **Weekly** | Last 7 Days, This Calendar Week (starting Sunday), Past Calendar Week (starting Past Sunday) | | **Monthly** | Last 30 Days, This Calendar Month (starting on the 1st), Past Calendar Month (starting on the 1st), Last 6 Months, Last 12 Months | | **Quarterly** | Last 90 Days, This Calendar Quarter, Past Calendar Quarter | | **Fiscal Year** | This July–June Fiscal Year, Past July–June Fiscal Year, Past 2 (July–June) Fiscal Years, Past 3 (July–June) Fiscal Years, Past 5 (July–June) Fiscal Years | | **Calendar Year** | This Calendar Year, Past Calendar Year, Past 2 Years (24 Months), Past 3 Years (36 Months), Past 5 Years | | **Long Term** | Past Decade, Past Century | | **Future** | Next 7 Days, Next Calendar Week, This Upcoming Calendar Month, Next 30 Days, Next Upcoming Month, Next 90 Days, This Upcoming July–June Fiscal Year | | **Custom** | Enter a specific start and end date |   **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:   | Operation | What it does | | --- | --- | | **Mass Assign** | Assigns all filtered actions to a selected team member | | **Mass Verify** | Verifies or unverifies all filtered actions | | **Mass Campaign** | Adds or removes a campaign from all filtered 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.    - 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