Option 1: If you need to add a filter to include memberships, please follow the steps below:
- In the column on the left, click Application Details, From the middle drag Application to Include records where and set is equal to Membership
- In Include Records where, Double Click the line Application Details\Application is equal to Donation
- In the edit criteria box, change 'equal to' to 'one of'
- Move Membership and Donation to the right, Save
- You field should then read Application Details\Application is one of Donation, Membership