1. Create the needed query/ies for the desired filters:

To filter on Fund Category, Fund Type, and/or other Fund fields:
  • Create a Fund query.
  • On the Criteria tab, pull the following field: Fund Properties > Fund Category (or Fund Type and/or select other fields).
  • Set desired operator and values.
  • Save and close the query.

To filter on Campaign Category and/or other Campaign fields:
  • Create a Campaign query.
  • On the Criteria tab, pull the following field: Campaign Properties > Campaign Category (and/or select other fields).
  • Set desired operator and values.
  • Save and close the query.

To filter on Appeal Category and/or other Appeal fields:
  • Create an Appeal query.
  • On the Criteria tab, pull the following field: Appeal Properties > Appeal Category (and/or select other fields).
  • Set desired operator and values.
  • Save and close the query.

2. In the report, click on the Filters tab.
3. Beside Appeals, Campaigns, and/or Funds, click on Include All.
4. Select Include Selected. If needed, click on the binoculars on the far right.
5. In the new screen that pops up, mark Query at the top.
6. The field below will change to Query name. Click the binoculars on the far right.
7. Search for the query created. (Note: The available query type must match the filter type being set. A Campaign query is used for Campaigns on the Filters tab. An Appeal query is used for Appeals. A Fund query is used for Funds.)
8. Double-click in the results to add to the filter.
9. Click OK at the bottom.
10. If needed, repeat steps 3 through 9 to add any other query filters.
11. Continue setting up the report.