First, we'll need to create a query to find the constituents that you'd like to include in the EmailFinder scan. Since the EmailFinder service compares the constituent's name to their mailing address, we can use the steps listed at How To Find Accounts With A Full Mailing Address to create that query. Please note, you can adjust this query if you are looking for a more specific group of accounts.

Once you have the query that finds the constituents you'd like to scan, you'll use the steps listed below to create a report that exports the information about these accounts:
  1. Click Reports
  2. Click Manage Reports
  3. Select the category where you'd like to store the report
  4. Select New Report under the Task Menu
  5. Name the report
  6. In the Group By drop down menu, select Do Not Group
  7. Select Account Fields from the Browse Fields drop down menu and click on Account Number, First Name, Middle Name, Last Name, Persona Type, Address Lines, City, State, Postal Code
  8. Click Save and Run under the Task Menu
  9. Under Query select your category in the top box and your query in the bottom box
  10. At the bottom of the page select CSV File- Download from the Delivery Options drop down menu and click Submit
After you have exported the report results, you will follow steps 3-5 listed at How to submit data for a EmailFinder screening to send the export to Target Analytics for screening.