The Fundraising Campaigns list can be filtered for a few different reasons. One is to narrow down the list by criteria to find specific records. Another is to give you a count of campaigns based on your selected criteria.
As an example, if you want to know how many campaigns you have done for a specific campaign category, you could select a "Campaign Category" from the drop-down list. Once filtered, you will see the total records label above the list gives you a count of the campaign categories you selected. The list has also changed, and displays only the categories you selected.
To get started, select Fundraising > Fundraising Campaigns - from the main menu on the left hand side:
This opens your full list of campaigns. To filter the list, click the "Filter List" button:
The Filter List panel will open above thelist:
Here you will choose your criteria to filter the list. Use as many of the filters as you need, you can choose one or many items depending on how you would like to narrow your results. Campaigns can be filtered by:
- Status Codes
- Campaign Type
- Campaign Category
- Campaign Owner (Team Member)
- Final Outcome
- Campaign Run Date Range
Once you have selected the criteria by which you wish to filter your campaign list, you will click the "Filter List" button to filter the list. Your campaigns have now been filtered only those campaigns that meet the criteria will be displayed.
You can also load, save, or delete your filters, to use again at a later time. After you filter the list, open the filters menu by clicking the filter icon. The filter menu opens and your options are: Load a Filter, Delete a Filter, and Save This filter. Make your selection and the window will close, and your filter will be loaded, deleted, or saved. To load a filter at a later time, open the filters menu again but this time choose "Load Filter". A list of saved filters will be displayed. Click the filter you want to load. The filter will be applied and your list will be display according to the filter criteria. To delete a filter, open the filters menu again but this time choose "Delete Filter". A list of saved filters will be displayed. Click the filter you want to delete. The filter will be deleted, the filter box will close.