• Fields tab:
    When selecting Constituency code as a field, the Use Selected Field Values only checkbox and frame appear. Mark this checkbox to determine which constituency codes print on the report.
     
  • Filters tab:
    On the Filters tab, there is a row for Constituent Codes. This filter is available on the report regardless of the field selected in the Fields to Use drop-down menu. The report selects which constituents are included on the report based on the primary constituency code. The Filters tab determines what the report sees as the primary constituent code for each constituent. It also determines under which constituency code the constituent prints.

How the Fields tab and Filters tab work in conjunction with each other:

In order to be included in the report, a constituent's primary constituency code must be included on the Fields tab. However, which code is considered primary is determined by the Filters tab. Normally, we think of the primary constituency code as the first valid constituency code on the constituent's record. However, if Include Selected is chosen for the Constituent Codes row on the Filters tab, only the selected constituency codes are considered on the constituent's record.
 

For example, Jim Smith has three constituency codes on his Bio2 tab in the following order:

  • Trustee
     
  • Alumni
     
  • Parent
     

Based on his constituent record, Trustee is his primary constituent code. However, if on the Filters tab, you select to base hierarchy on Constituent (we'll discuss this more later) and only select Parent, The Raiser's Edge only looks at the parent constituency code on Jim's record so it would consider Parent as the primary and includes Jim on the report.


The order of importance (hierarchy) is also based on the Filters tab. You can select to base the hierarchy on either:

  • Constituent - This looks at the order of the codes on the constituent's record to determine which constituency code is considered primary and under which constituent code it appears on the report.
     
  • Table - This looks at the order of the codes under Configuration, Tables, Constituent Codes to determine which constituency code is considered primary and under which constituent code it appears on the report.
     

For example, in Configuration, the order of the codes are:

  • Alumni
     
  • Parent
     
  • Trustee
     

Let's reconsider Jim. On the Filters tab, if you select Parent and Trustee and base the hierarchy on:

  • Constituent Jim prints under Trustee.
     
  • Table Jim prints under Parent.
     

Now, let's throw the Fields tab into the mix. If on the Fields tab, you Include Selected and choose Parent and Trustee and on the Filters tab, you select Parent and Trustee, you get the same results as above. However, if on the Fields tab, you only select Trustee and on the Filters tab, you select Parent and Trustee and base the hierarchy on:

  • Constituent Jim prints under Trustee.
     
  • Table Jim does not print on the report. This is because based on the Filters tab, Jim falls under Parent. However, on the Fields tab, you selected not to print Parent on the report. Therefore, Jim is not included.
     

Note: All of the above information is based on the Format tab, Detail section being set to 'Include constituent for the primary field value' option in the For Constituents With Multiple Field Values frame. If the 'Include Constituent for all field values' option is selected, constituents with more than one constituency code that meets the criteria will be represented in multiple constituency codes when printed on the report. This will inflate the totals, including number of constituents, gifts, donors, and giving that appear on the reports.