To filter in Donor Management, look for one or more conditions that need to be met, or for groups of conditions that need to be met.
The examples below will walk you through how to create different filters. Please note that all examples included below are examples of filters for
Contacts. The same basic rules apply to filtering on
Donations.
Filtering by One Condition
Filtering is very simple if you are looking for one condition to be met.
For example: I want to find contacts who live in Maryland.
| What I’m Looking For | Condition in Donor Management |
Condition 1 | Contacts who live in Maryland | State equals Maryland |
Condition 1 needs to be met.
In my customer filter, I would enter Condition 1 and click
Search to find contacts that meet that criterion.
Filtering by More than One Condition
Now, let’s say you have multiple conditions that need to be met. To filter by multiple conditions, list out your conditions and then specify if
all of those conditions need to be met or if
any of those conditions need to be met.
You may want to use filters this way because you are looking for something very specific or you need to narrow down your search results.
Let’s start by looking at an example where all conditions need to be met.
Example: I want to find contacts who live in Maryland AND have given less than $50 over their lifetime AND who work for Network for Good.
There are three conditions in this example:
| What I’m Looking For | Condition in Donor Management |
Condition 1 | Contacts who live in Maryland | State equals Maryland |
Condition 2 | Contacts who have given less than $50 | Total donations less than 50 |
Condition 3 | Contacts who work for Network for Good | Employer equals Network for Good |
Condition 1
AND Condition 2
AND Condition 3 need to be met.
In my custom filter, I would enter Condition 1, click
Add Condition and enter in Condition 2, and click
Add Condition and enter Condition 3. Then I would select
all to indicate that all the conditions that I listed need to be met. Finally, I would click
Search to find contacts that meet my criteria.

Now let’s look at an example where
any condition needs to be met.
Example: I want to find contacts who have EITHER given more than $500 in the last twelve months OR who have given more than $250 this year OR who have given more than $1000 in their lifetime.
There are three conditions in this example:
| What I’m looking for | Condition in Donor Management |
Condition 1 | Contacts who have given more than $500 in the last 12 months | Total donations last 12 months greater than 500 |
Condition 2 | Contacts who have given more than $250 this year | Total donations this year greater than 250 |
Condition 3 | Contacts who have given more than $1000 in their lifetime | Total donations greater than 1000 |
Condition 1 OR Condition 2 OR Condition 3 needs to be met.
In my custom filter, I would enter Condition 1, click
Add Condition and enter in Condition 2, and click
Add Condition and enter in Condition 3. Then I would select
any to indicate that any of the conditions that I listed need to be met. Finally, I would click
Search to find contacts that meet my criteria.
TIP OF THE DAY:
If I am looking for something AND something else I will want to use ALL. If I am looking for something OR something else I will want to use ANY.
|
Now let’s look at an example where you would want to combine conditions using any and all.
Here you will want to use a grouping.
Example: I want to find contacts who have given more than $50 AND who live in EITHER Maryland OR Indiana.
| What I’m looking for | Condition in Donor Management |
Condition 1 | Contacts who have given more than $50 | Total donations greater than 50 |
Condition 2 | Contacts who live in Maryland | State equals Maryland |
Condition 3 | Contacts who live in Indiana | State equals Indiana |
In this scenario, Condition 1 needs to be met AND one of EITHER Condition 2 OR Condition 3 needs to be met.
[Condition 1] AND [either Condition 2 OR Condition 3] need to be met.
In my custom filter, I would enter in Condition 1. Then I would click
Add grouping. I would then enter in Condition 2, click
Add condition, and then enter in Condition 3. In the grouping that I just created, I would select
any to indicate that any one of the conditions in the group needs to be met. For my first condition and my grouping, I would select
all to indicate that both my first condition AND something in my second condition need to be met.
Still have questions?
Contact our Customer Support team:
help@networkforgood.com(888) 284-7978, option 2
Monday-Friday, 8am-8pm ET
(except holidays)