Run the Duplicate Constituents Report

The Duplicate Constituents Report provides a list of constituent records identified as potential duplicates by the last search processes run. When you run the report, you select whether to view results for the last full or partial SSIS process or the last full or incremental search process. When you select “Incremental Duplicate Constituent Search Process Results,” the report includes potential duplicates identified by the incremental search process that have not yet been merged.

Note: Search results are not available in the report until you run the search process at least once. You can search for duplicates by running the Full duplicate search and Incremental duplicate search tasks provided on the Duplicates page or you can use the SSIS package to identify duplicates.

When a search process runs, it identifies potential duplicate constituents and divides them into target and source constituents. The target record is the constituent retained after the merge. Source constituents are the records merged into the target record when a merge process is run. The duplicate constituent report displays the target constituents along with their associated duplicate source records for you to review.

1. From Constituents, select Duplicates. The Duplicates page appears.

2. Select Duplicate constituent report. The Duplicate Constituents page appears.

3. In the Duplicate Record Source field, select the search process to use as the source for the report.

   • To view the potential duplicates identified by the last SSIS package run, select “Full Duplicate Search Results" or "Partial Duplicate Search Results." These options appear only after the SSIS package is run.

   • To view the potential duplicates identified by the last full search process run, select “Full Duplicate Constituent Search Process Results.”

   • To view the potential duplicates identified by the incremental search process that have not yet been merged, select “Incremental Duplicate Constituent Search Process Results.”

4. After you select the search process source, select View Report. The Duplicate Constituent Report appears.

   The Duplicates of column lists the target constituents that will be retained after the merge process is run. The % Match column displays the percentage rating for each potential duplicate constituent. The higher the percentage, the greater the similarity between the constituents. The constituent merge process uses the percentage as a cutoff for the constituents to merge. The cutoff percentage threshold is configured when you add or edit the merge process. The Name and Address columns display the name and address of the potential source constituents that will be merged in the associated targets.

   For more information about merge processes, see Merge Duplicate Constituents.

5. Carefully view the report and verify that the records identified as duplicates are indeed duplicates that should be merged. If records are found that are not duplicates, take appropriate steps to correct or clarify information on the respective constituent records. For more information, see Best Practices For Constituent Data Entry.

   Note: If you make changes to constituent records after viewing the Duplicate Constituents Report, you should run the duplicate search or SSIS process again. After that, run the Duplicate Constituents Report again and verify the constituents listed are duplicates.