How to Create a List

One of the simplest ways to identify a group of people is to create a list. You can then use this list

directly, or as a filter in a mailing or report. The list will be dynamic and will show updated

information every time it is run.

1) Go to Lists > Add List.

2) Give the list a name. For example, if you are looking for all donors that gave in 2021, you

may call it something like 2021 Donors.

3) Initially the number of Available Records will reflect the total number of contacts in your

database. Click 'Add Filter' to narrow the list down to the people you are looking for.

4) Choose the type of information you are looking for.

Contact: Choose from the fields on the Contact screen

Gift: Choose from the fields on the Gift screen

Membership: Choose from the fields in the Membership Module

Pledge: Choose from the fields on the Pledge screen

Event: Choose from fields from the Event Module

Grant: Choose from fields from the Grant Module

List: Choose from previously saved Lists

5) Choose the field you would like to use for your search. (This will vary based on the Type

you selected. If you do not see the field that you are looking for, it is possible that it is

under a different Type.

6) The options will vary at this point depending on which field you chose.

You may have a Condition and a filter dropdown. If you are looking for a specific code, you

would choose Equals, and then the name of the code under the Filter dropdown.

Whereas a date field will prompt you to choose from one of the preset time frames, or put in

your own custom date range.

7) Once you have completed your filter, press 'Save' on the bottom left.

8) If you are done with the filter, you can click 'Save' on the top right to save this List. (If

you would like to add another layer to your filter, skip to the instructions here).

You can then click on the Contacts tab (next to the List tab), to view the list of names that

met the search criteria on the screen. You can also export this information as a PDF, Excel,

or CSV file. If you need to, you may also manually add or exclude contacts from this list.

Adding another layer to filter

9) If you need to add another layer to your filter (another option to help narrow or widen

your search) then click on Add Filter again.

10) Then, following the steps from before, choose the Type, Field, and Condition (if applicable).

Filter and then click on Save.

11) Notice that above the filter box is a dropdown which says All of the following are true. If

you click the dropdown, you can change this to say Any of the following are true. You

will change this depending on your needs. If you want a narrower search, choose All, and

only records that meet BOTH criteria will be selected. If you want a broader search,

choose Any and people that meet EACH line of the filter will be combined.

12) When you are done with your filter, click on Save in the upper right-hand corner to save the List. Then you may view the contacts, or export the data to a PDF, Excel, or CSV file.