This document provides an overview of filters and reports in Kindful. It discusses the different types of filters for contacts and activities, how filters are the foundation for reports, and the two types of reports - standard and custom. Standard reports have preset filters and fields, while custom reports allow pulling any data from user-defined filters and columns. The document demonstrates how to apply filters, choose columns, and export custom reports. It also covers saving report templates, running reports on a scheduled basis, and resources for additional help.

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5. Israel Beachy
Israel Beachy is the Senior Success Specialist
with Kindful. He has personally onboarded over
200 customers and is part of Bloomerang’s
mentor committee.
Senior Implementation Specialist for Kindful

6. Filtering & Reporting
In Kindful

7. Agenda
What we will be covering today
1
2
3
4
Contact and activity filters
Standard Reports
Custom Reports
Utilizing custom report templates
5 Q/A

8. Filters and Reports Go Hand in Hand
Since reports are based on using filters, understanding filters is critical
● Filters are the foundation for your reports
● There are two types or Reports in Kindful
○ Standard - have preset filters with minimal fields you
can adjust
○ Custom - utilizing any filters and columns you
determine
● You will need Kindful admin access to utilize any of these
tools

9. Filters
For filtering CONTACTS
● Basic Search fields
● For specific filters, use the Current View field then ‘Add +’
○ Filter dropdown menu
○ you can type your queries too
● Some filters have a binary option built in: ‘Y/N’
● Some filters have a selectable option built in: ‘top #’
● Some filters utilize preset metrics: LYBUNT/SYBUNT donors

10. Filters
Other uses for contact filters:
● Adding/removing contacts to/from group
○ Groups are ways to segment or tag contacts
○ Groups share data with your email system
● Mail merges - apply templates to filtered contacts for mailing
● Bulk edit
○ Archiving/unarchiving contacts
○ Updating custom fields
○ Changing contact type (Organization/individual)

11. Filters
For filtering ACTIVITIES
● Basic Search fields
● Activites are the interactions your contacts have -
transactions, letters, notes, etc
● By Campaign
● Prior Week/yesterday; this can be utilized for dynamic
reporting

12. Filters
Other uses for Activity Filters
● Sum Total
○ Displays all data based on the filters you include
○ Displays the campaign breakdown
● Bulk Edit
○ Change campaign
○ Change the designation
○ Change the acknowledgement status
○ If you do not see Bulk Edit, reach out to your support
team to enable

13. Tips & Tricks
For contact and activity filters
● ‘+’ button to add additional values to our search. By
default adding values adds as A and B.
● ‘or’ filter - allows you to filter for A or B
● Filter invert - use the ‘!’ button on the filter
● Saving filters
● Q/A

14. Reports
What can we do with reports?
● Reporting is crucial to non-profit success. You need to be
able to find data easily
● Examples: Find all donors, Find all donors in X year, Find
YTD for gifts for donors
● Standard reports
○ These are pre-made and standardized. Mostly only
available as PDFs
● Custom reports
○ These are ‘made to order’ and can be used to pull any
data you can filter

15. Reports
Standard Reports - choose date range or other available options
● Standard templates
○ Batch Deposit Report
○ Offline Transactions
○ LYBUNT & SYBUNT
○ Lapsed donors
● Fund/campaign totals by year

16. Reports
Custom Reports - consist of three pieces:
1. Apply contact or activity filter(s)
2. Choose columns for report
a. Choose a standard column set or create your own!
b. Include both contact and campaign custom fields
3. Export report as CSV or PDF
4. Q/A

17. Report Templates
Templates for continued use
● Saving Report Templates
○ Templates save on your Reports page beneath Standard reports
● History - saves all recent reports
● Scheduling reports. Choose the following:
○ Template (even custom report templates!)
○ Frequency (daily, weekly, quarterly, monthly)
○ Format; CSV or PDF
○ Who to send it to (Can be external emails)

18. Wrap up/Q&A

19. Resources
Filters
● Common Filters
● Contact & Activity Glossaries
Reports
● Standard Reports
● Create Custom Reports
● VIDEO SERIES: Reporting
● Filtering & Reporting WEBINAR
● Create and Edit a Group of Contacts

20. Resources
Kindful Support Portal