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Some Useful Go-To Filters for Different Reports: https://help.pm.leapevent.tech/a/1577046
Reports are helpful and powerful ways to view your data in PatronManager. In order to pull the best and most accurate reports, there are a few filters that should pretty much always be added to certain report types in PatronManager.
In this article, we'll cover some of the most common go-to filters for reports on:
Go-To Filters for all reports
There are a few pre-set filters that Salesforce automatically sets when you create a custom report: a Show Me filter and a date filter, usually something like "Created Date" or "Close Date."
You'll almost always want to adjust these filters.
The Show Me filter typically defaults to showing you only records owned by your User.
To adjust this and see records owned by any User, change this filter to Show Me All [objects], where [objects] is the object you're running a report on, such as Ticket Orders or Donations.
The date filter is usually pre-filled to show you current or recent records.
To adjust this and see records that match your criteria, regardless of the date they were created or closed, change the date filter to [Date Filter] All Time, where [Date Filter] is the date filter pre-set by the report, like "Close Date" or, in this example, "Created Date."
Go-To Filters for Donation Reports
To make sure you include all valid donations that weren't refunded:
Add one, or both, of the following filters:
Probability (%) equals 100Won equals True
This will eliminate refunded donations and donations that haven't been paid yet, like pending Pledge Payments or Grant Payments, from your report.
To make sure that you don't include Group Sales, or other non-donation record types in Donation reports:
Add a filter for Donation Record Type not equal to Group Sale, Group Sale Payment
You can add any custom non-donation record types here too!
For example, if you use a custom Donation Record Type to track space rentals or gala tickets, you could exclude those from your report using this filter.
Go-To Filters for Ticket Order and Ticket Order Item Reports
To be sure that the Ticket Order or Ticket Order Item is not refunded or deleted:
Add a filter for Status equals Active, ensuring that the Status field is for Ticket Order Items
For reports looking at Ticket Orders specifically:
Also add a filter for Order Status equals To Be Qualified, Complete
Go-To Filters for Contact Reports
To be sure you only send emails to Contacts with an email address:
Add a filter for Email not equal to "", where "" designates a blank Email field on the Contact.
To be sure you only send emails to people who want them, or with valid email addresses:
Add a filter for Email Status equals Confirmed Opt-In
To be sure you don't send email or mail to someone who is deceased:
Add a filter for Deceased? equals False
