Actions Analysis Filters

When you analyze the progress of your fundraisers' action in Fundraising, Analyze or Reporting, the metrics under Actions include all active tasks and interactions by default. To include only those that meet specific criteria, such as their type, assigned fundraiser, or status, use the filters.

These filters are cumulative, so imagine an "and" between each. For example, if you specify both a status and an assigned fundraiser, you can analyze actions assigned to you that are past their due date.

Tip: To reuse frequent filter selections, save their view to easily apply them in the future. For more information, see Saved Views of Dashboards.