Custom Relationship Reports

A person's personal network is just as important as their net worth. Therefore, it's important for you to track the associations that constituents have with each other. To do this, use relationship types to indicate meaningful associations. For example, consider tracking employer/employee, university/alumni, parent/child, and spousal relationships.

You can create reports that contain information about both sides of a relationship and data about that relationship. Before you run a relationship report, you need a report definition that specifies the type of information that the report should include, a filter that determines which relationships to include, and a query that determines which accounts or journal entries to include.

Note: eTapestry automatically creates a relationship filter for each relationship type in your database. Additionally, you can create custom relationship filters.