Features in this article may not be included in every Funraise plan.
From the Supporter section, you can add a variety of filters built specifically for nonprofit fundraising. Use filters to create segments and reporting.Β
The total count of supporters and dollar amount to the right of your filters is calculating based off the filters you have applied.
β
To add a filter, click "Add Filter".
2. Access the filter dropdown menu by clicking "select an item" and then select all filter parameters before you click Apply.
A few example segments you can easily create with filters:
Donors who have given over $500
Donors who have not given this year
Recurring donors with over 12 recurrences
Donors with a Net Wealth over $500K
Returning Donors with 2 donations
Donors assigned to you
New Donors this month