How to report on the field Relationships? I need to create a FY contribution report and add this field “Relationship” so I can acknowledge the gifts properly,
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How to report on the field Relationships?
Best answer by torvic vardamis
Hi
As you’ve noticed, I can confirm that the Relationship field isn’t available within any of the Contribution reports specifically because it’s “Many to one” type of data. What you could consider doing is running a list of people that gave in 2025 and then use the “My List” export option. Specifically a Customized “Standard Text” export to include giving history and export and then use that same list of people and use the canned Export format of “Relationship List” and then combine it offline, utilizing VANID as the match field. I say all of this assuming that you’re referring to EveryAction’s default Relationship functionality and not a custom field that you’re collecting.
I hope this helps!
+2Hi
As you’ve noticed, I can confirm that the Relationship field isn’t available within any of the Contribution reports specifically because it’s “Many to one” type of data. What you could consider doing is running a list of people that gave in 2025 and then use the “My List” export option. Specifically a Customized “Standard Text” export to include giving history and export and then use that same list of people and use the canned Export format of “Relationship List” and then combine it offline, utilizing VANID as the match field. I say all of this assuming that you’re referring to EveryAction’s default Relationship functionality and not a custom field that you’re collecting.
I hope this helps!
+1A relationships report in the Report Manager would be amazing instead of only being able to export this report.
Filtering the relationship types you want to see within the report would be awesome.
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