At some point, you may need to find all accounts that have a certain persona type. This could be for a particular mailing or just to view statistics on how many accounts have a certain persona type active. This can be done by creating a query.
To query on all accounts with a certain persona type:
1. Click Queries 2. Select a category that you want to store this query in (Ex: Base) 3. Click New Query under the Tasks menu 4. Name the query 5. For Starting Query select Category: Base and Query: All Constituents 6. For the Data Return Type select Accounts 7. For Criteria Matching select Match Each Criteria 8. For Criteria select Defined Fields from the drop down box 9. Click Persona Types 10. Check the box next to the persona type you want 11. Click Save and Preview
Note: The Preview will show information from the primary persona on each account, whether that is the persona type you chose in the query or not. To pull data from the specific persona type you want, you can go on to create a report following these steps:
12. From the preview screen, click More Options and then Run Report 13. Select a category that you want to store this report in (Ex: System) 14. Click New Report under the Tasks menu 15. Name your report 16. Set the Group By to Accounts and in the drop down beneath that select Collapse Groups 17. For Report Columns > Commonly Used Fields > click Account Name, Address Lines, City, State, Postal Code 18. Click Save and Run 19. Select your query 20. For Personas Reported click Based on hierarchy and select the persona type you chose in your query in the first drop down box 21. Scroll down and select your preferred report format 22. Click Submit