Sometimes the thing you want to filter on isn't on the record, it's in the records connected to it. "Donors who have given a large gift," "clients seen recently," "contacts with an unmet request." CoolFocus lets you filter a list by its related records, and it's still all point-and-click. If you haven't yet, read Finding Records with Filters first.
When you filter, say, Donors, you can add a condition about their Contributions, even though a contribution is a separate record. CoolFocus checks each donor's related records and keeps the ones that match.
Do they have any? Match records by whether related records exist. For example, "clients who have any request" or "donors with no gift this year."
How many? Match on the number of related records, greater than, less than, exactly. For example, "donors with more than 5 gifts."
What's the total? Add up a number across the related records, the sum (and other totals like largest or smallest), and compare it. For example, "donors whose total giving is over $1,000."
Inside any related-record condition you can add sub-conditions on the related record's own fields. This is how you ask precise questions:
"Donors who have any gift over $250."
"Clients with a visit in the last quarter."
"Contacts with any request where the status is not Met."
You can also filter clients, visits, and cases by their Custom Chart, Assessment, and Form entries, the same way you filter by Contributions or Visits. Pick the specific chart, assessment, or form template from the list, then choose "has any," "count," or "total" and add sub-conditions on that template's own fields, just like any other related record.
Because each chart, assessment, and form is tied to a specific template, a condition like "has any Ultrasound chart entry" only counts entries from the Ultrasound template, it does not include entries from other chart templates the client may also have. This keeps counts and sub-condition matches (such as a field inside that chart) scoped to the template you actually selected.
Lapsed donors, on Donors: has no contribution this year.
Major givers, on Donors: total contribution amount greater than 1000.
Recently active clients, on Clients: has any visit where Date is this month.
Busy cases, on Clients: more than 3 visits.
Clients with a specific chart, on Clients: has any Ultrasound chart entry where Weeks Pregnant is greater than 10.
Saving & Sharing Segments, save any of these so you never rebuild them.
Advanced: Writing Queries with CQL, the same questions written as text, for power users.
