Filters tell the query builder which records to include in results. In Reporting > Query Builder, the left-hand Filters panel contains fields that can be filtered by. The fields that can be chosen depend on user permissions.
Finding a filter
Fields in the Filters panel are grouped into categories that mirror the sections of a person's profile — General, Additional, Contact, Important Dates, Security, Check-In, Attendance, Family, Forms, Connections, Notes, Safeguards, Contributions, Pledges, and Groups. Custom fields appear in the matching category. Click a category to expand it and see its fields.
To jump directly to a specific filter, type its name into the Search for filters below… box at the top of the Filters panel. Matching fields appear under their categories to see where each one lives.
Adding a filter
Click any field name to add it to the query. The field is added immediately to the Query panel and an Edit Filter dialog opens so you can configure it.
In the Filters panel, click the desired field — for example, Title under the General category. The new row is added to the Query panel and the Edit Filter: Title dialog opens.
Choose a Condition from the dropdown (for example, contains, is equal to, or is within). The available conditions depend on the field's data type.
Enter a Value. For date fields, this becomes a date range; for currency fields, a number; for option fields, a list of choices.
Click Save. The filter is now part of the query.
Tip: You don't have to use the dialog to edit a filter — every part of the filter row in the Query panel is clickable. Click the underlined condition (such as contains) or the value to change it in place.
Filters that reference related records
Fields under Contributions, Pledges, Groups, Connections, Notes, and Safeguards filter on related records rather than the person directly. When one of these fields are added, the query builder wraps it in a has [category] where (…) block. Every field added from the same category goes inside that same block, and all of those conditions must match the same related record.
For example, adding Total Amount from Contributions > Transactions creates a block that reads and has contributions where (Total Amount is equal to enter value ). Adding another transaction field — say Date — adds it inside the same block, so the result is people who have a single contribution that matches every condition in the block.
Editing, disabling, or removing a filter
Each row in the Query panel has a drag handle (the three horizontal lines) on its left side. Click the drag handle to open the filter's action menu:
Edit — reopens the Edit Filter dialog to change the condition or value.
Copy — duplicates the filter row.
Select — marks the filter in order to act on multiple rows at once.
Disable — keeps the filter in the query but skips it when the query runs. Useful when testing the impact of a single filter without removing it.
To remove a filter entirely, click the × at the right end of its row. To clear every filter at once, click Clear all filters at the top right of the Query panel.
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