Module 10: Reporting, Analytics & Insights
Module 11: Integration, Automation & Best Practices
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Lesson 9.6 Activity

Practice navigating the filter builder by completing these 3 steps in your FastFund environment:

  1. Access the Tool: Navigate to Reports > Report Filters (under Reporting Tools). Click New + to start a mock filter and name it “Major Donors Mailing List”.
  2. Apply the Mailing Rule: Go to the Filter Criteria tab. Click Filter +. Set the Object to Address, the Field to Selected, the command to Equals, and the Value to True.
  3. Add a Second Line: Click Filter + again. Set the Object to Transaction, the Field to Amount, the command to Is Greater Than, and the value to 1000. Notice how the Summary at the top displays your combined Boolean logic. Click the red DELETE button at the top to discard this practice filter.