Build a report about relationships to see how your constituents are connected. These reports can show you who can help you engage and cultivate a particular constituent. Of course, you can use these reports to send letters and emails.

Since relationships are all about people, relationship reports are based on constituents.

This article walks you through the basic steps of creating a relationship report. Then it shows you a more complex but powerful example.

Create Relationship Report

To create a relationship report:

  1. Click Reports icon, Go to Reports List.
  2. Click New.
  3. Click Build a Report from Scratch.
  4. Click Constituents.
  5. In the Include section, click Add Filter.
  6. Click Has Relationship icon Relationships.

Let’s create a report to find who is soliciting particular constituents. Feel free to sub in your own values as you follow along!

  1. Click Relationship icon Relationships and select Relationship icon Specific Relationships.
  2. Set up the role filters (see Figure 1). Click in the role field and select one or more roles.

    Note: You can add filters for the other constituents. See “Report Using Roles and More Filters” for an example.

    Figure 1: Set the relationship role filters

  3. Click OK.

Now add a column to see the related constituent:

  1. Click Add Column.
  2. Click Relationship icon Relationships.
  3. Choose which role you want to see. This is not limited to the role you selected for the related constituent. For this example, click Solicitor
  4. Click Group by This Column. Your column area should look like Figure 2.

    Figure 2: Add a column to see information about related constituents

  5. Click OK. Your report should look like Figure 3.

    Figure 3: Report shows the prospects, grouped by their solicitors

Report Using Roles and More Filters

Increase the power of relationship reporting by adding filters to narrow the related constituents. For instance, find major donors who have a relationship with lapsed major donors. To create this report:

  1. Create a new constituent report.
  2. In the Include section, click Add Filterand filter for major donors.
    • Click Has Transaction icon in reports Transactions.
    • Set the filters to look like Figure 4.
    • Click OK.

      Figure 4: Filtering for major donors

Now use a relationship filter to find other major donors who have lapsed:

  1. In the Include section, click And.
  2. Click Has Relationship icon Relationships.
  3. Click Relationship icon Relationships and select Relationship icon Specific Relationships.
  4. Leave the role fields empty because the relationships could be of any type.
  5. Click Is Anyone and select Matches.
  6. In the Include section, reference an existing lapsed donor report. (Filter path: Add Filter > Is in Constituent icon in reports a Constituent Report)
    Or
    In the Include section, set filters for lapsed major donors. (Filter path: Add Filter > Has Transaction icon in reports Transactions.) Set the filters to look like Figure 5.

    Figure 5: Filtering for lapsed major donors

  7. Click OK.
  8. In the Exclude section, exclude donors who have given this year. (Filter path: Add Filter > Has Transaction icon in reports Transactions > Transactions > Specific Transactions > Add Filter. Date = This fiscal year. Amount = At least [amount you decide])
  9. Click OK. Your filters should look like Figure 6.

    Figure 6: Filtering for the related relationship role

  10. Click OK.

The report shows any major donors who know at least one lapsed major donor.