HOW TO: Use Selection Filters
Selection Filters allow you to select a small number of records in your database that have one or more characteristics in common, and then group them together to run lists, mailings or reports using only those records. Check out the video and handout to learn how you can use selection filters to inform your year-end solicitation strategy.
Categories: How To, Year End Campaign
HOW TO: Use Selection Filters TranscriptPrint Transcript
Speaker: Selection filters help you to organize information from your database to be used in lists, mailings and reports. All DonorPerfect systems come with over 50 different default selection Read More
Speaker: Selection filters help you to organize information from your database to be used in lists, mailings and reports. All DonorPerfect systems come with over 50 different default selection filters, but you can modify these or create your own to suit the needs of your organization.
Setting up selection filters can be done from many screens within DonorPerfect, and any filter you create can be saved for later use. For example, from the report centers listings folder, click donor names, addresses and phone numbers. A selection filter can be created from anywhere that you see the filter symbol, and the label selection filter.
To set a filter, click apply from the sidebar. The selection filters screen shows you all the filters that you have available grouped into folders, with the folders contents displayed to the right. To build a new filter, click the Add New Filter button. Select the table or screen that contains the field for your filter.
For example, to filter donors from a particular state, choose main and bio because the state field is on the main screen. Under Select Field to compare, fields are displayed in two ways, favorite fields, and all fields. Your favorite fields apply only to you, and you can add or remove fields from your list by clicking the manage favorites selection filters, filter fields link.
Select or deselect the state field. Then click save and close. In step three, select the operator exactly equal to. In step four, enter value, click the lookup codes option and select the state you want. You can choose to add more criteria to the filter, or just click continue to move on to the next screen. Save the filter for later use by providing a name and designating a folder.
You can also elect to share the filter with other users of your DonorPerfect system. Be sure to give your filters a very clear title that explains the purpose or the filter’s contents, especially if you are sharing it. Click done to save the filter, and it is automatically applied to your current report. Run the report, and you’ll see results only from the state you specified in your filter.Read Less