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Reporting on Two Constituencies?

Kelly Scott
$organization

I need to everyone who has one of our volunteer constituencies (Board, Volunteer, Usher, etc.) AND another constituency (here, Donor or Prospect). How can I pull a list or an extraction that includes multiple constituencies? Everything I'm trying either pulls in anyone who has any one of those constituencies or no one at all. I have confirmed there are plenty of constituents who do fall into this category. 

Thanks for your help! I'm just starting out in this role!

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  • $organization

    I believe what you're going to want to do is have the "Constituency" list criteria in your list TWICE, once with all the volunteer constituencies, and a second time for the Donor or Prospect constituency. Additionally, make sure you're using "HAS" not "IN" or it won't find anyone! Your criteria would look something like this:

    Hope that's helpful!

    Sarah Covie
    Database Manager
    PortTIX

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  • $organization

    I believe what you're going to want to do is have the "Constituency" list criteria in your list TWICE, once with all the volunteer constituencies, and a second time for the Donor or Prospect constituency. Additionally, make sure you're using "HAS" not "IN" or it won't find anyone! Your criteria would look something like this:

    Hope that's helpful!

    Sarah Covie
    Database Manager
    PortTIX

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