To include only a primary email address and constituents without an email address: 

Start your query:
  1. Go to Analysis > Information Library.  Click Add an ad-hoc query.
  2. Select the source view you need to complete your query.
Add fields to Include records where:
  1. From the left column, expand Constituents
    • Note: For a membership query, from the left column expand Members > then expand Constituents
  2. From the left column, select  Email Addresses. From the middle drag Primary email address to Include records where. Set the criteria to be: Email Addresses\Primary email address is equal to Yes
  3. To also include constituents without email addresses, from the middle column, drag Email addresses to Include records where. Set the criteria to be: Email Addresses\Email Address is blank.
  4. In Include records where, click the second line item and select the OR feature
  5. Group the two fields together using the parenthesis feature:
    • In Include Records Where, select  the first line item: Email Addresses\Primary Email address, and click Add Left Parenthesis button. 
    • In Include Records Where, select the second line item: Email Addresses\Email Address, and click Add Right Parenthesis button.

 
Add fields to Results fields to display:
  1. From the middle, drag Email address to Results fields to display, as well as any other fields you would like to output


To include only a primary phone number and constituents without a phone number:

Start your query:
  1. Go to Analysis > Information Library.  Click Add an ad-hoc query.
  2. Select the source view you need for your query.
Add fields to Include records where:
  1. From the left hand column, expand Constituents
    • Note: For a membership query, from the left column expand Members > then expand Constituents
  2. From the left column, select Phones. From the middle, drag Primary phone number to Include records where. Set the criteria to be: Phones\Primary phone number is equal to Yes
  3. To also include constituents without phone numbers, from the middle column drag Number to Include records where. Set the criteria to be: Phone number\Number is blank.
  4. In Include records where, click the second line item and select the OR feature
  5. Group the two fields together using the parenthesis feature:
    • In Include Records Where, select  Phones\Primary phone number and click Add Left Parenthesis button. 
    • In Include Records Where, select Phones\Number and click Add Right Parenthesis button

Add fields to Result fields to display:
  1. From the middle, drag Number to Results fields to display, as well as any other fields you would like to output