Chapter 5

Filters

Filter Mapping

Analytics Filters

Filter Name Mapping Field
Age range Donor age (when they signed up) range group
Appeal Appeal
Campaign Campaign
Cancel Reason Recurring gift cancellation reason
Channel Channel
Gift status Recurring gift status
Gift range Gift amount range group
Gender Donor gender
Fund Fund
Fundraiser Fundraiser
Frequency Recurring gift instalment frequency
Supplier Supplier
Payment method Payment method
Cohort year Year of the recurring gift start date
Cohort fiscal year Australian financial year of the recurring gift start date
Last 12 cohort Recurring gift start date in the last full 12 months. For example, using this filter on the 28th July 2021 will select the recurring gift start date in the July 2020 - June 2021 range.
Transaction year Year of the donation transaction date
Transaction fiscal year Australian financial year of the donation transaction date
Last 12 transaction months Donation transaction date in the last full 12 months. For example, using this filter on the 28th July 2021 will select the recurring gift start date in the July 2020 - June 2021 range.

Forecast Filters

Filter Name Mapping Field
Channel Channel used in forecast
Supplier Supplier used in forecast
Transaction calendar year Donation transaction year used in forecast