General Tab

From General, choose which general information to include or exclude in your report. The options that appear depend on the report type you select:

  • Select to include all records that match your criteria, records you saved in a query, or specific records.

    Tip: When you filter to a single record, web view only allows you to search for constituent records.

  • Include records that fall into a range of dates.

  • Select to include or exclude constituents who are inactive, deceased, or those who have no valid address.

  • Determine the record types and field categories in an output query.