1. When running the report, mark the option on the General tab to Create a Constituent output query. This groups together the constituents included in the report.
  2. When previewing the report, enter the name of the output query. Close out of the report once it is generated.
  3. Create a constituent export using the output query created in step 2. Export in Excel or Comma Separated Values format.
  4. On the Output tab, select Constituent Information, Name and any other needed information
  5. Open the export file in Excel