How to Filter by Activity Type in the Engagement Report

The Activity Type switches in the Constituent Engagement Score Report let you filter to constituents who have specific types of engagement activity.

How the Switches Work:

• When a switch is ON, only constituents with that activity type appear in results
• When a switch is OFF, that filter is not applied
• Multiple switches ON = AND logic (must have ALL selected activities)

The Six Activity Switches:

• Volunteering: Shows people with volunteer hours logged or active volunteer status
• Events: Shows people who attended at least one event
• Email: Shows people who opened or clicked at least one email
• Membership: Shows active members or people with member visits
• Giving: Shows people who made at least one donation
• Leadership: Shows people with board positions or committee roles

Common Filter Combinations:

• Find donors who also volunteer: Turn ON Volunteering + Giving
• Find event attendees: Turn ON Events only
• Find multi-dimensional supporters: Turn ON Volunteering + Events + Giving
• Find board member candidates: Turn ON Leadership, or turn ON Giving + Events to find highly engaged non-leaders

Important Notes:

• Using too many switches at once may return few results
• Start with one or two switches and add more as needed
• All switches OFF shows everyone with any engagement score above 0