Add Constituents from Report Results to a Group

You can add constituents from the results of a report to a group to use this information for another purpose, such as target them for a special email or assign them a certain role. You can create a new group and populate it immediately from the results or add them to an existing group that already defined in the system.

You can add the constituents from within an open report itself with the (Add to Group) icon or the Add to Group action from the Report Results list.

Note: The steps for adding the constituents to groups are the same for both methods discussed above, but the pages the steps are displayed in may look slightly different (for example, one set may be displayed within the page wrapper and the other set may display in simple pop-up windows). Both methods will run the report and add constituents to the group based on those results at that time.

For information about groups, refer to Managing Groups.