This document provides an overview and agenda for a Kindful Academy session on reports and filtering in Kindful. It introduces contact and activity filters that can be used to filter data and build reports. It also covers standard reports, custom reports, scheduled reports, and report templates. The session will demonstrate how to apply filters to contacts and activities and summarize data in reports. It concludes with an overview of resources available for working with reports and filters in Kindful.

1. Welcome to
Kindful Academy
Thank you for joining us!

2. Join the Online Audio or Dial in!
+1 669 900 6833

3. Ask questions
Live Transcript
Share ideas
Housekeeping

4. Housekeeping
We will share the slides and recording of this session with you via email later
today.
The resources mentioned in the session will be linked on the
Resources slide at the end of this presentation.
Any questions we are not able to answer live or in the Q&A will
be addressed after the session via a follow-up.
If you need further assistance, please reach out to
support@kindful.com. Our support team is amazing!

5. Carolyn Edrington
Carolyn has over 20 years’ experience in
nonprofit fundraising and annual development
programs. She came to Bloomerang to help
more nonprofits achieve their goals by using
quality CRMs and online fundraising tools.
Carolyn got her nonprofit fundraising start by
participating in the Team In Training Marathon
program and never looked back. She lives in
Nashville, TN with a few cats and lots of yarn
and knitting needles, and may even train for
another marathon. Or a half.
Customer Success Manager

6. Lauren Laski
Lauren Laski is a Customer Success Manager at
Bloomerang. She has 11 years of fundraising
experience for arts and human services
nonprofits and is a CFRE. Outside of
Bloomerang, her passions are theater/opera,
corrupting her nieces and nephews, and her
two cats.
Customer Success Manager

7. Kindful Reports & Filtering

8. Agenda
1
2
3
4
Contact Filters
Activity Filters
Standard Reports
Custom Reports
5 Report Templates
6 Q & A

9. Things to note…
● Fields are written by engineers
● Start in the area you want to report on, not the reports
menu
● Activities covers a lot of things - transactions, notes,
emails, messages, pledges, mailings, etc.
● Gift (Wealth Insights) vs Transaction (your
donors/donations) - same but different

10. Let’s go into the
database!

11. Filters
● Contact filters
● Note your total number of contacts to help confirm accuracy
○ Easy “has” example - has address or Vols
○ By Type - org or person
○ Has transaction Y/N
○ Date Range
○ Top 10% donors
○ LYBUNT donors
● Using filters for other things:
○ Add to group
○ Email (CC or MC) show Mailchimp group
○ Bulk edit

12. Filters
● Activity filters (5 mins)
○ Filter demonstrations
■ By Campaign
■ Prior Week/yesterday, specific date and then sum total [after date, before date]
■ Sum Total
○ Tips and tricks:
■ filter invert
■ ‘+’ button
■ and/or
■ saving filters

13. Reports
● Standard reports
○ Not customizable, PDF sent to email
○ Batch Deposit
○ Offline Transactions
○ LYBUNT, SYBUNT
○ Lapsed
○ Fund/campaign totals by year

14. Reports
● Custom reports
○ Apply filter(s) - contact or activity
○ Choose columns for report (standard or create your
own)
○ Column choices for contact & activity
○ To create: Settings–Reporting Settings–Column Set
○ Export report to PDF or CSV

15. Reports
● Scheduled Reports
○ Email to people you choose in a frequency you choose
○ Select a Standard or Custom report

16. Resources
● Reports Overview
● Scheduled Reports
● Standard Reports
● Common Filters
● Mail Chimp Oveview
● Constant Contact
● Bulk Edit
● Edit Contact Types
● Column Sets

17. Resources
Kindful Support Portal = https://support.kindful.com/hc/en-us