Create a relationship report definition

1. From Reports, select a category to store the report definition. The Edit Report Category page appears.

2. Under Tasks, click New Relationship Report. The Create a New Report page appears.

3. Under Report Basics, enter a name for the report definition.

4. Enter a description to help other users understand how to use the report and what it contains.

5. From the Relationship Filter drop down field, select a filter. Your selection controls the options in the Grouping drop down field. Until you select a relationship filter, the available grouping options are None and Role.

6. To show a total of the values for segments of an upgraded pledge or split transaction, instead of treating each segment as a separate transaction, select Yes - show the total of the values for segments under Collapse Upgrades/Segments. Consider this option if your query includes journal entries.

7. Under Report Columns, select the information to display on the report. On the Browse Fields tab, select a category in the drop down field and then select a field name. You can also search for a specific field.

   To show information about the relationship itself, select a field from the Relationship Fields or from the User-Defined Fields: Relationship category.

   Note: You can add the same report column to a report multiple times. For example, consider included the Name column two times so that one you can view the names of the constituents on each side of the relationship.

8. If necessary, adjust the report columns. You can remove, reorder, rename, sort, hide, and apply aggregate data to these columns.

   When your report includes an account or persona field, you can specify which side of the relationship the data should come from. To specify the target account, click + next to the column name. The column details expand. From the Account drop down field, select a side of the relationship (role). The roles are determined by the relationship type and relationship filter. If you haven't selected a filter, the account options are None, (Role 1), and (Role 2).

   Because journal entry information displays for only one side of the relationship, you do not select target account options for fields associated with journal entries, including gifting type, scheduled gift type, and user-defined fields in the journal category. Additionally, you don't select target account options for relationship fields and user-defined fields in the relation category. Data from these fields is associated with the relationship, instead of a side of the relationship.

9. Click Save. You are ready to run the report.