Finding Your Filters

Note: Our product team is working to consolidate EverTrue's filtering experiences by merging the best functionalities of both Filters beta and classic Filters. Starting mid-February 2024, we will begin to limit Filters beta, Dynamic List, and Bookmarked Search usage and feature functionality in preparation for this work. 


You will notice some changes to our filter categories and filter locations with Filters beta. Modified category names and the filters found within each better-reflect how users were segmenting this information. Additionally, you will find some brand new filters within Filters beta that can help you find more ways to drill down into your constituent data! 

Below we've outlined the changes made to our filter categories, where you can locate the filters with which you are already familiar, and what filters are brand new to Filters beta. 


Changing Filter Categories

When exploring Filters beta, use the following guideline to determine where your filterable data lives. If you are having trouble locating a familiar filter, these resources can help you get back on track!

  • Capacity - Data found in Capacity category for Filters beta.
  • Engagement - Data found in Engagement and Capacity categories for Filters beta. 
  • Giving History - Data found in Giving and Capacity categories for Filters beta.
  • Career - Data found in Demographics category for Filters beta.
  • Donor Status - Data found in SchoolCapacityDemographicsActivity, and Contact Info categories for Filters beta.
  • Education - Data found in School and Demographics categories for Filters beta.
  • Location - Data found in Demographics, Capacity, and Contact Info categories for Filters beta.
  • Donor Info - Data found in Demographics and School categories for Filters beta.
  • Interactions - Data found in Activity category for Filters beta.
  • Proposals - Data found in Activity category for Filters beta.
  • Volunteers - Data found in Engagement category for Filters beta.
  • Graduway- Data found in Engagement category for Filters beta.
  • Wealth Enrichment - Data found in Capacity category for Filters beta.
  • Career Moves - Data found in Demographics category for Filters beta.
  • Custom Fields - Data found in Custom category for Filters beta.

Where are My Capacity Filters?

The table below will help you track where you can find your Capacity filters within Filters beta. 

Where are My Engagement Filters?

The table below will help you track where you can find your Engagement filters within Filters beta. 

Where are My Giving History Filters?

The table below will help you track where you can find your Giving History filters within Filters beta. 

Where are My Career Filters?

The table below will help you track where you can find your Career filters within Filters beta. 

Where are My Donor Status Filters?

The table below will help you track where you can find your Donor Status within Filters beta. 

Where are My Education Filters?

The table below will help you track where you can find your Education filters within Filters beta. 

Where are My Location Filters?

The table below will help you track where you can find your Location filters within Filters beta. 

Where are My Donor Info Filters?

The table below will help you track where you can find your Donor Info filters within Filters beta. 

Where are My Interactions Filters?

The table below will help you track where you can find your Interactions filters within Filters beta. 

Where are My Proposals Filters?

The table below will help you track where you can find your Proposals filters within Filters beta. 

Where are My Volunteers Filters?

The table below will help you track where you can find your Volunteers filters within Filters beta. 

Where are My Graduway Filters?

The table below will help you track where you can find your Graduway filters within Filters beta. 

Where are My Wealth Enrichment Filters?

The table below will help you track where you can find your Wealth Enrichment filters within Filters beta. 

Where are My Career Moves Filters?

The table below will help you track where you can find your Career Moves filters within Filters beta. 


Exploring New Filters

When building Filters beta, we wanted to ensure our filters accurately reflect the ways you seek to segment on constituent data. With this in mind, you will notice a selection of new filters available to you! You can use these added filtering options to drill further into your data.

Take a look at our dedicated guide defining all filter options to help you navigate these new additions! 


For any other questions, reach out to EverTrue Support at genius@evertrue.com

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