Reporting on specific personas

I have created persona-specific defined fields, but when I run a report, it does not allow me to only view personas who have information in that persona-specific field. For example, under a given account I may have 2 personas - one is a volunteer and the other is not. While I can specify this in my persona specific user defined field, I can not then view a report which ONLY shows those personas who volunteer; therefore I can not send a mailing ONLY to the persona who is a volunteer.

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  • Nov 1 2016
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