What is the filtering and how do I filter the data?

It is a wonderful thing to keep track of everyone and all that they do, but we need to be able to organize all this data into reports, mail information to certain groups of individuals, and track trends. In order to do this we need to decide out of all the data that we have what parts we want to use. This is called filtering.

There are four very powerful filters in Record Information under Functions. They are:

Filter on:

This filter lets you use any of the fields shown (contact information) to filter by. HINT: Each of the check boxes have three settings: 1)gray - does not apply to the filter. 2)checked - means you want anyone with that box checked. 3)white - means you want anyone with that box unchecked.

Block Filter:

This filter lets you sort out all the IRs (Individual Records) of people who are in certain individual event criteria.

Donor Filter:

This filter lets you sort out all the IRs (Individual Records) of people who are have certain donor criteria.

MOR Filter:

This filter lets you sort out all the IRs (Individual Records) of people who belong to a certain MOR (Master Organization Record)

Another powerful tool that can be used to filter and organize information is the CRM (Custom Report Manager)