I would like to create a report that I can use to identify potential duplicate household members. The criteria for the duplicate would be same or similar name and same Birthdate and in the same household. Is this possible with standard reporting in NPC (Agentic Nonprofit Cloud)? I've been able to pull a report of all households, the members, and the member's birthday, but now I want a way to narrow it down to just households where there is a potential duplicate, even if I'm just starting with two household members with the same birthdate.
@Shannon Jones First the duplicate/matching rule need to be set up according to your case such as name and birthday. Once this is done then you can run the duplicate jobs as mentioned below.
https://help.salesforce.com/s/articleView?id=sales.duplicate_jobs_run_and_manage.htm&type=5
