1. In ResearchPoint, click on the Analysis Functional Area and click Query
2. Choose the Ad-Hoc tab.
3. Click the Add icon to add a new Ad-Hoc Query.
4. Choose Constituent for the Record Type.
5. Click Constituents from the list the forms underneath.
6. Under the Field Explorer box, highlight Wealth Information
7. Choose the following criteria:
- WealthPoint Search Date - Not Blank

8. Choose the desired output fields
9. Save the query