Feature a 'Relationships' column in query previews

I tend to use queries to run our Donor Moves reports. It's a lot easier and faster than reporting in my experience. The flexibility of selecting columns in preview mode makes the whole process quite fluid. With this in mind, I can't feature relationship.

 

Featuring relationships will give my organisation a better view of how our donors and prospects are connected. At present I have to run a separate report and manually copy these over in excel, I also have to do this for account photos, so it would be great if they could feature too!

 

This would benefit everyone that is trying to manage donor moves effectively. It has taken me a long time to get to grips with donor moves in etapestry and from my online research it is a common issue.

  • Guest
  • Aug 8 2018
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  • Guest commented
    February 21, 2021 23:34

    Right I have to download the relationship export report and manually vlookup those columns onto donor reports using the Account number. I dont get why such important donor columns just aren't enabled to add onto donor reports..