Filter Reports

Written by Nick Miles

Last published at: October 30th, 2019

Filter Reporting Basics


You can find filter reports/lists at many levels of the CSuite system.


Places that have filter reports:

  • Profiles (Grantees, Vendors, Students, Employees, Donors and Customers)

  • New Donor Report

  • Notes

  • General Ledger

  • Donations

  • Grants

  • Pledges

  • Scholarships


The filters that are available on each report are contingent on the area that you are reporting on. For example:


















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: Click +Add Filter or -Reverse Filter from the left sidebar.

Note:+Add Filter will include data that matches your selected criteria.

-Reverse Filter will exclude data that matches your selected criteria.







Examples of + Add and - Reverse Used in Same Filter Report


Donors who gave last year but not this year as of June 15, 2019 (LYBNTs). Note this will pull in a household profile even if one member of the household already gave this year.


Donors who gave some year but not this year as of June 15, 2019 (SYBNTs). Note this will pull in a household profile even if one member of the household already gave this year.


Save a Filter


Click Save to save it for future use.

Next to Saved Name, give the filter a name.

Check the box next to Share if you'd like to share the saved filter.

Click Save.


Load a Saved Filter


Click Load.

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

This will load the previously saved filter and reflect any changes to your data since you last ran this filter.


Save Over an Existing Filter

You can select an existing saved filter list, modify it, then save it under an existing name. Only the list creator can overwrite an existing filter list.


Delete a Filter


Click Delete next to the filter name.