How to Use Filters in the Constituents Reporting tab

Filters allow you to narrow your constituent list to specific subsets based on various criteria. This guide explains all available filter options.

Accessing the Filter Panel

1. Navigate to the Constituents reporting module.
2. The Filter panel is visible at the top right of the screen.
3. Click to expand the Filter dropdown menu options.
4. You'll see the various filter categories available for use.

Filter dropdown menu showing all available filter options

1. Select a filter for the report you wish to run.
2. Adjust time range and/or RSVPs, donation amount, etc.
3. View filtered results in the constituent list.
4. Click Filter Constituents and see the list below. You can also name and save your report.

• Pro Tip 1: Combine multiple filters to create very specific constituent segments
• Pro Tip 2: Save frequently used filter combinations as Saved reports