Create a custom Canadian AddressFinder™ (NCOA®) report

1. From Reports, select a category in which to store the report definition. Consider creating a category called "Canadian AddressFinder™ (NCOA®)" or "Accounts."

2. From the report category, click New Report under Tasks. The Create a New Report page appears.

3. Enter a name for the report definition, such as "Canadian AddressFinder (NCOA)."

4. Enter a description to help other users understand what the report contains and how the information should be used. You use this report to export constituents addresses, and you send the export file to Target Analytics.

5. You can also select to mark the report as Private, Read Only, or a Favorite.

6. Under Available Fields, select the Account Fields category.

7. Select the following fields.

   • Account Name

   • Address Line 1

   • Address Line 2

   • City

   • State

   • Postal Code

   • Persona Type

   • Account Number

   • Sort Name

   • Name Format

8. Under Group Report By, select Do Not Group.

9. Adjust the report columns as necessary.

   • Click + next to Sort Name name under Selected Fields. The row expands and additional options appear. Click the eye icon to make the column visible in the report.

   • To reorder columns, select the column name. Then drag and drop the column to the required location.

10. Click Save and. You are ready to run the report.

    Tip: You'll use this report definition every time you export constituent information for Canadian AddressFinder (NCOA).