Filters Overview

Written by Nick Miles

Last published at: April 3rd, 2019

Within CommunitySuite, you can refine your data using Filters. Currently, there are three terms used to describe Filters:

  • List
  • Filter List
  • Filter Reports

Note:

  • The terminology used to describe filters (and the functionality of each filter type) varies depending on which part of the system you're working in.
  • Filtering may not be available in certain categories. 

Use Filters

  1. While viewing a system category (i.e. Profiles, General Ledger, Donations, etc), click List, Filter List, or Filter Reports to view data for the category you're working in.   


Add a Filter

  1. Click Add Filter or Reverse Filter from the left side menu.
    • Note:
      • Add Filter will query data that has your selected criteria.
      • Reverse Filter will query data that does not have your selected criteria. 
  2. Select a criteria to filter by.
  3. Check the box(es) for the specific criteria you want to filter and click Apply List Filter.
    • To add more filters, repeat steps 1-4.

Save a Filter

  1. Click Save to save it for future use.
  2. Next to Saved Name, give the filter a name.
  3. Check the box next to Share if you'd like to share the saved filter. 
  4. Click Save.

Load a Filter

  1. Click Load.
  2. Click the Name of the saved filter that you want to load.


Delete a Filter

  •  Click Delete next to the filter name.