! Important Tip !
Use the % (percent sign) in any filter field to populate the multi-select box with all available items.

The Contact selection criteria can be used to narrow down which Organization Contacts  will be included in the output.  By default, <All Contacts> will be included in the output.  

If you do not want to include all Contacts, you can use the Contact filter options and click on the filter icon () to narrow down the list of items in the multi-select box.  Once you have narrowed down the list, you can further select and de-select individual items in the multi-select box.

Using the Include Active and Include Inactive check boxes, you can also control which contacts will be included in the resulting report output.

Please note the difference between these check boxes and the Include inactive contacts in filter check box.  One controls who may show up in the selection criteria filter box and the other will control who may appear in the resulting list output.

Data security (which contacts are available)

The options available to refine the items included in the multi-select box include:

Org Code and Last Name Filter Fields

Show Org. Codes in filter only check box

Include inactive people in filter check box


Also, for more complex searching:

Learn more about using Wildcards in your filter criteria (e.g. % for all)

Learn more about comma separated lists


Note that after making any changes to the filter criteria, you will need to click on the filter icon () or enter  to re-populate the multi-select box.