Reports & Filtering

Craft reports that give you the insights you need.

Use Filters from Another Report - HDV
When creating a report, letter, or email, you can reference an existing report. For instance, reference your existing LYBUNT report to quickly send those...
Sun, 4 Apr, 2021 at 5:56 PM
Filter for Multiple Criteria - HDV
Advanced filters are possible with the Matches Multiple  Filters filter. This filter is like putting parentheses around some criteria. You might need th...
Sun, 4 Apr, 2021 at 6:02 PM
Filter for Specific Accounts - HD
Search for and filter by specific accounts using the Find Constituents filter. Use this filter when you have select constituents that don’t have a common cr...
Tue, 18 Sep, 2018 at 2:12 PM
Report on Relationships - HDV
Build a report about relationships to see how your constituents are connected. These reports can show you who can help you engage and cultivate a particular...
Tue, 10 Dec, 2019 at 7:54 AM
Report on Households - HDV
A household is a collection of constituents. You can change a constituent report into a household report. Household reports list households where any...
Tue, 10 Dec, 2019 at 7:54 AM
Report on Projected Revenue - HD
Build a report to calculate cash flow projections based on pledge and recurring donation installments forecasted during a specific timeframe.   When filter...
Wed, 18 Nov, 2020 at 3:26 PM
Report on Bad, Incomplete, or Missing Addresses - HD
When generating letters, Bloomerang automatically skips constituents with bad, incomplete, or missing addresses. It is still good practice to run a report o...
Fri, 16 Nov, 2018 at 1:23 PM
Find and Handle Bad Email Addresses - HD
Bloomerang automatically scans primary email addresses for every constituent to validate their deliverability. Invalid and risky emails are marked as bad on...
Sun, 18 Oct, 2020 at 7:02 PM
Report on Year-Over-Year Giving - HD
Use a constituent report to see which of your constituents have given at least once in a specified time period, and add a column to see total giving in each...
Tue, 20 Jul, 2021 at 8:10 AM
Report on Consecutive Giving - HD
Build a report to see which of your constituents have been giving each year. This report can show you who has been giving in each of the specified time peri...
Tue, 18 Sep, 2018 at 2:48 PM