• In the report or mail parameters, select the Filters tab
       
    • For the Constituent Code filter, choose to Include Selected
       
    • Select to use constituent code from either Constituent or Gift

      Constituent or Gift



       
    • Select the appropriate code(s) and click OK
       


    Note: When filtering on the constituency code, the system looks for any valid code that meets the report or mailing criteria; it does not have to be the primary code.