- 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.
- When previewing the report, enter the name of the output query. Close out of the report once it is generated.
- Create a constituent export using the output query created in step 2. Export in Excel or Comma Separated Values format.
- On the Output tab, select Constituent Information, Name and any other needed information
- Open the export file in Excel
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