Filter an Insights report

Use this article when

• A report is showing too much, and you want one appeal, one channel, one group of donors, or a certain time period.
• You want the same months, such as July through October, compared across several years.

To decide between Appeal Analysis and Audience Analysis, see Appeal Analysis or Audience Analysis: which report to open.

Filter a report

1. Open the report in Insights.
2. Click Filters at the top of the page.
3. Open the section that matches what you want to change:
   • Time Period — which years or dates the report covers.
   • Donor Details — who the donors are.
   • Gift Details — the gifts themselves, including appeal, campaign, and channel.
   • First Gift Details — a donor’s first gift.
   Email reports may show Send Details instead.
4. Pick the values you want. Some lists let you choose more than one. Time Period uses one window at a time.
5. Click Apply. Click Reset to return the report to its usual settings.

Compare the same months in each year

• The same months every year. Example: July through October in each of the last five years. Set Time Period for the overall window, then use Transaction Month to pick July through October.
• One stretch of dates. Example: July 1, 2024 through October 31, 2025. Set a gift-date start and end. That covers one continuous range. It does not repeat those months inside each earlier year.

For the meaning of Fiscal Year to Date, Closed Fiscal Year, and the other time choices, see Reporting Period Classifications.

Use the same filters again

At the top of Filters, Saved Filters applies a set of choices you already saved. See Save and reuse report filters with saved filters.

When you need something else

• The choice you want is not listed: Add a filter that is not on an Insights report.
• A line under a chart is crossed out, or you want numbers on the bars: Show or hide a line or the numbers on a chart.

FAQ and common issues