Community Platform

Financial Analyzer Wizard Steps

Please proceed through these steps in order

Step 5: Filters

Filters are used for limiting the organizations that you include in the report. You can combine Filters and Summary Groups to produce useful reports. For example, you could select "Arts" from our NTEE activity codes as your Filter and set a Summary Group of Zip Code to produce a listing of all arts organizations for each zip code. Click here to learn more.

1. Zip code (comma-separated list)
2. City
Organization activity or purpose
3. Broad groups
4. Moderately detailed (26 categories)
5. Very detailed (600+ categories)     Click here to search.
Size of organizations
6. Expenses
7. Revenue
8. Assets
Other Filters
9. Organization legal type
10. Age of organization (defined by IRS ruling date)
11. Custom lists