GivePanel’s “Saved Filters” functionality allows you to save frequently used filter combinations when viewing fundraisers. This helps you quickly access specific sets of data without needing to reapply the same filters each time, saving you time and effort.
Steps to Create a Saved Filter:
Navigate to the Fundraisers List:
Head to the Audience section in the main navigation bar.
Select Fundraisers from the dropdown menu.
Apply Filters:
Click on the Filters button at the top of the fundraisers list.
Apply your desired filters (e.g., by platform, active fundraisers, campaign).
Save Filters:
Once you’ve set your filters, click on the Save Filters button.
Name Your Saved Filter:
Enter a name for your saved filter that will help you identify it easily for future use (e.g., “Active Fundraisers for October Campaign”).
Accessing Saved Filters:
The next time you want to apply the saved filter, simply head filters, click on the Saved Filters dropdown, select your saved filter, and the same filter set will be selected, click apply filters.
Editing or Deleting a Saved Filter:
To edit a saved filter, simply apply new filters and save over the existing filter.
To delete a saved filter, click on the saved filter, and you’ll see an option to delete it.