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.