There is no filter clause for group membership in the Transaction reports. Instead, you can filter based on values of custom fields in the Constituent360 profile and these values can be uploaded depending on group membership. Follow the steps below and it will begin to make more sense.
  1. Create the custom field. How do I add additional fields to the constituent profile?
  2. Run a mail merge on the group that you will include in your report. The only information you'll need in your mail merge is the Constituent ID.
  3. Download the results in to Excel and delete all of the rows at the top. Delete everything except for the ID's that were exported.
  4. Add a column header above the ID's labeled Constituent ID.
  5. Create a column header next to Constituent ID containing the label name of the custom field you are using, for example custom_string1. If support created the custom field for you, then you can get the name of the custom field from them.
  6. Add any value that you want below your custom field. For example, if you wanted to report on constituents that are members of a group called July Donors, then you can populate July Donors next to each constituent ID on every row.
  7. Save your Excel file as a CSV.
Here's an example of how your file should look:

User-added image

Use the CSV to perform a Custom Constituent Import. Now that the fields have been populated, you can add a filter to your report based on your custom field containing a certain value. Let's run a Transaction Detail report.
  1. When you get to step 5. Configure Filters, click Create a filter.
  2. Additional Information should already be selected.
  3. Click the dropdown menu below Additional Information and select the name of your custom field, such as July Donors.
  4. Change Is to Contains and then type July Donors in the empty space.
  5. Click Add this filter.
  6. Finish running your report.
You have successfully filtered your report based on group memberships by using a custom constituent profile field.