Reporting on Relationships

Overview

This article explains how to filter for and create a report including donor relationships that are set in your Kindful account.

Linked Articles:

Adding Relationships

How to Track Spouses & Joint Contacts in Kindful

Householding


Find Contacts with a Particular Relationship

There are a few Contacts page filters that can help narrow down your search. For example, you can use the "Has Relation: Spouse" filter to find contacts in a spouse relationship. You can use this "Has Relation" filter for all relationship types you have setup in Kindful. 

Screen_Shot_2020-05-13_at_8.06.30_AM.png


How to Export this Data

Once you have created your filtered view as shown above, you can click on Create Report on the right-hand side of the page, and choose the columns of information you want. Regarding a report on Spouse information, from here, you can include the "Spouse" columns/checkboxes when creating your report. As a note, these fields will need to be filled out inside the profile first. 

Here's an example of what your report can look like: 

Screen_Shot_2020-05-13_at_8.07.24_AM.png

Of Note: Only "Spouse" fields are exportable, as these fields live on a contact profile. 


Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member. 

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