Giving Analysis Filters

When you analyze giving toward your organization's fundraising efforts under Overview in Fundraising, Analyze or Reporting, the metrics under Giving — except Year over year performance — include all giving received over the past seven calendar days. To include only gifts that meet specific criteria, such as fundraising effort or date range, use the filters.

These filters are cumulative, so imagine an "and" between each. For example, if you specify both appeal descriptions and gift date range, you can analyze and compare gifts acquired through specific appeals during the same time period.

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