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. 

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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: 

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

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