Beacon

Helpful filtering examples

Updated 7 days ago

Filtering is a really powerful tool in Beacon, which helps you to customise the way you see your data. Below are 5 step-by-step examples of filters that you can create and save in Beacon. You can find more information on searching and filtering here.

To help you get started on filtering your data, here are some examples of filtering by:

  1. Donors who've ever donated over £1,000
  2. Donors who've ever made a payment between £50-£100
  3. People who've attended an event and also have donated over £100 in total in the last year
  4. All people who've attended an event
  5. All payments from people who don't have a gift aid declaration

link Filtering by donors who've ever donated over £1,000

From the people record type, select the filtering icon from the top right of the page and click on + Add Filter and then scroll down to select related payments.

FilteringPeople

Set the related field to Payer (default) and the metric to Sum of amount and set the filter to greater than £1000.

help_outline These search parameters will exclude payments equal to £1000. To include them, set the filter to greater than £999

Filteringimage1

check_circle_outline Congratulations! You now have a list of every person who has ever donated more than £1000!


link Filtering by donors who've ever made a payment between £50-£100

As above, from the people record type, select the filtering icon from the top right of the page and click on + Add Filter and then scroll down to select related payments.

Set the related field to Payer (default) and the metric to Number of Payments where it is greater than 0.

Filteringpic2

In order for it to find payments between £50-£100, 2 filters will need to be added, one to limit it to payments over £49 and another to limit the search to payments under £101.

To do this, click on FILTER PAYMENTS, ADD FILTER, select Amount and then set each amount in the provided fields.

Filtergif2

check_circle_outline Congratulations! You now have a list of every donor who has ever made a payment between £50 - £100!


link Filtering by people who've attended an event and also have donated over £100 in total in the last year

In this example, we're going to be setting filters to look for 4 different criteria. We want the results to show a list of people who:

  1. Attended an event
  2. Where the event was in the last year
  3. And donated more than a total of £100
  4. where those donations were in the last year.

To begin with, from the people record type, select the filtering icon from the top right of the page and click on + Add Filter and then scroll down to select related event attendees.

Now, to filter for people who attended events in the last year, click on filter event attendees.

Now we want to add two filters, one to limit it to events that happened no earlier than a year ago and a second to limit the filters to events that have not yet happened.

For both, begin by clicking + Add Filter and select event. Select meets criteria and change the field to start date.

  • To limit the filter to events that occurred in the past year, select less than and type 365 in the days ago field.

  • To limit the filter to exclude future dates, select before and select today (default).

help_outline You can also set specific dates by using 'in between' if you want it to always use the same date range when you use the filter.

Filtergif3

This will now show all people who have attenden an event in the past year. In order to only show those who have also made a payment of over £100 in the past year we need to click + Add Filter and select related payments from the dropdown menu.

filtergif4

Set the related field to payer (default) and the metric to sum of amount where the amount is greater than £100.

filter4

Now you filter will be showing all individuals who attended an event in the past year AND who have ever donated £100. In order to limit the results to people who have donated over £100 this year, we need to add the same date constraints as we did for the events.

Click on Filter Payments then + Add Filter. Select Payment Date from the dropdown menu where the payment was less than 365 days ago.

Select + Add Filter and again choose Payment Date where the payment was before today (default).

help_outline You can also set specific dates by using 'in between' if you want it to always use the same date range when you use the filter.

filtergif5

check_circle_outline Congratulations! You have successfully filtered to see all people who have both attended an event this year and made donations totalling more than £100 this year!


link Filtering by all people who've attended an event

From the People record type, click on the filtering icon in the top right. Click + Add Filter and choose Related Event Attendees and click on Filter Event Attendees. Select Event and begin typing the name of the event you'd like to filter by. A dropdown list will populate any events that match what you've typed so far (think search bar). Select the even you'd like and voila! Your search filter is complete.

filtereventatendees

check_circle_outline Congratulations! You've created a filter to view every person who has attended a particular event!


link Filtering for all payments from people who don't have a gift aid declaration

From the Payment record type, click on the filtering icon in the top right, click on + Add Filter, select Payer from the dropdown menu, and select Meets Criteria, and set the record type to Person.

Set the field to Related Gift Aid declaration where it is 0.

gift aid filter

check_circle_outline Congratulations! You have filtered your payments to show those from people who don't have a gift aid declaration!

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