Run a custom relationship report

1. From Reports, select the category that contains the report definition.

2. Under the report name, click Run Report.

   Tip: To quickly run a report you marked as a favorite, from Reports, click the Run Report icon. The launch page for the report appears.

3. Under Query, select a category.

4. Select the query that contains the entries you want to include in your report.

   The query should only contain accounts or journal entries from one side of the relationship. For example, to report on a Parent/Child relationship, the query should contain either the parents or the children, but not both.

5. Under Relationships, the relationship type associated with the relationship filter appears. You determined the filter and relationship type when you set up the report definition.

6. Under The results of my query correspond to which half of the relationship?, select the role corresponding to the query. For example, if your query includes all parents with fifth graders enrolled in your after school program, and your report is based on the parent/child relationship, select the parent role.

7. Select whether to exclude account who do not have any matching relationships.

   • When you include these accounts, the report will contain one line for every account in the query regardless of whether the account has a relationship that matches the criteria in the relationship filter. Consider including unmatched accounts to check for missing data. For example, every parent should have at least one parent. If your report shows a child with no parent, you'd know to update the child's information.

   • When you exclude these accounts, the report does not show accounts or journal entries, for accounts in the query that don't have a relationship that matches the criteria in the relationship filter.

8. Under Export As, determine how the report data should be selected and displayed. Typically, you'll select Transactions, unless your report is for accounting purposes.

9. Under Personas Reported, specify which persona types should be used and the order in which they should be used.

   • If you select Based on Hierarchy, the primary persona is used by default. Otherwise, specify a persona order. Based on this order, data from the first applicable persona type is used. If an account doesn't have a persona for any of the persona types in your hierarchy, the primary persona is used.

   • If you select All, all persona types for the each account in the query are used. In the report, each persona type is listed on a separate line for each account.

10. Under Export Format, you typically select tab-delimited, unless your mailing house requests fixed-length fields.

11. Under Delivery Options, select how you want to receive the report. If you select an email format, enter you email address and a subject line for the email. For large reports, we recommend you select Archive in Zip File so that the file is compressed for faster transmission to your browser or email account.

12. To run the report immediately, click Submit. If you selected to view the report onscreen or to download the report, you cannot navigate to another page until the report has been generated.

    To run schedule the report to run at another date and time, click Schedule for Off-Hours and determine when the report should run.