Filters

The Filter button allows you to customize entries in data lists. You can use the Filter button to select record types to display in a list or to select a date range. The filter options that appear depend on the type of data in the list.

For some data lists, the filter options always appear above the lists. For other data lists, you must select Filter to open the filter options.

The filter options that appear depend on the data list.

When you apply filters to a list of items, the application remembers your filter settings and uses them as defaults the next time you view the list. For example, if you typically are only interested in the most recent transactions on a constituent’s revenue history, you can apply a date range filter of “Last week.” When you go to any constituent record and view the revenue history, it uses the default filter and displays only transactions that took place in the last week. If you apply a date range filter of “Last quarter,” the next time you view the revenue history, it displays transactions from the last quarter.

Filter settings are stored for each user, so a user’s defaults do not impact anyone else. Filter settings are also stored across sessions, so you can log out and log back in and still see your defaults.

Note: There are also filters on some dashboards and reports; however, these settings are not stored and must be reapplied each time you access the dashboard or report.

You can also sort the information that appears in a datalist by clicking on a column heading. For example, you can select on a Date column heading and items will be listed in chronological order. Sort options are not stored and must be reapplied each time you access the datalist.