Add a filter that is not on an Insights report

Use this article when

• You want to filter by something that is not already listed, such as appeal code, motivation code, or a field your CRM stores.
• Edna or the Filters panel says that field is not available yet.

Before you start

Adding a filter is included with Essentials, Growth, and Enterprise. You also need permission to edit Insights. On Starter, use the filters already on the report.

If you do not see a funnel with a plus sign at the bottom of Filters, ask an admin to turn on edit access for Insights.

Add the filter

1. Open the Insights report where you want the filter.
2. Click Filters.
3. Click the funnel with a plus sign at the bottom (Add New Filter), or open Edna while you are on that report.
4. Say what you want in everyday language. For example: “Add Appeal Code under Gift Details.”
5. Read Edna’s suggestion and confirm it.
6. Open Filters again and look in the section Edna named.

This adds the filter to this report only. It does not add it to every report. To reuse the choices you make, save them. See Save and reuse report filters with saved filters.

The field is not available at all

If Edna says the field is not in Avid yet:

1. Go to Settings → Connections, open the data source, and confirm that column is included. See Map and update connection data in Avid.
2. Wait for the next data refresh. A newly included column shows up in reports after that refresh finishes.
3. Use a report that holds that kind of information. A fundraising report can filter donors and gifts. An email report can filter sends and links. A field from one will not appear on the other.

FAQ and common issues