Individual Duplicate Check Data Report

Reports Central: CRM --> Individuals

This report provides a list of potential duplicate records of individuals in the system (data).

Report Parameters

Selected report parameter information displays below the title of the report.

Parameter Name	Required	Description
Search Criteria	Required	Choose the specified search criteria you want to run this report on from the drop-down list.
Include Deceased Individuals?	Optional	When checked, the report includes deceased individuals.
Include Sub Totals?	Optional	When checked, the report includes subtotals.

Report Fields

This report can produce output in a browser window (HTML) or Excel spreadsheet containing the following information:

Column Name	Description
Customer ID	Lists the customer ID.
Customer Name	Lists the customer name including prefix, first, middle, and last name, and suffix.
Designation	Lists the customer designation.
Address	Lists the customer address including street address (1, 2, and 3), city, state, zip code, and country.
Contact Information	Lists the customer contact information including phone number and email address.
Grouping	Lists the grouping selected for the report.