Here's what to do -- I just asked myself the same question.
Select INDIVIDUALS as your home base view.
Then select column headings under "Homebase" from the menu
The choose AGI and dividends
Once you have those items in the home base view you can sort by AGI - looking at those with AGI over $250J.
Then review the list of AGI's > $250K and see who has significant dividends. If the dividends are large, then they likely have NII tax. Focus on those peeps. I'm going to send an email to those peeps and tell then of the opportunity (removing the NII) and the risk (my fee!).