Parents of Students with Specific Attribute

Miki Martin

We are an all-girls private high school and track in RE all alums, current and past parents and students, as well as various other donors. I am trying to pull the parents of students who play a particular sport, which I am tracking under a custom field (not sure of a better way to do this since it is not tracked anywhere besides a spreadsheet in Athletics). I am able to create a Constituent query of the Current Students (CC) with Attribute = Athletics, Description = Lacrosse. I can pull their parents via the Individual Relation Relationship of Parent.

What I want to do, though, is have the Parent be the actual constituent of record for the query so I can pull their wealth information. I'd rather not hard code each ID into a query. Or, if I could build a query to pull parents of students listed in a different query, that would be wonderful because I could set them to have runtime variables. But I do not believe I can manage this with RE queries.

Does anyone have any thoughts?

Matthew Nareff

@Miki Martin My assumption is you're using the student criteria (Current student, sport) from the constituent section in the query fields. I believe you should actually pull this criteria from the Relationships-Individuals section because the students are relationships on the parents records. So instead of constituent code = current student it should be relationship-individuals-constituency-constituency code = current student, and similar for the attribute/custom field. Hope that makes sense.

Dariel Dixon

@Miki Martin I would not run this a constituent query, but try to run it as a relationship query. That makes the most sense to me.

Faith Murray

@Miki Martin
It sounds like your limitation with Relationship queries is that you want to just output the parents for students of one type of sport rather than parents of all students. You will probably have to, as you say, hard code the contituent IDs into the query, as I don't know a way to pull a query based off an Attribute of their relation. Pull a query of the applicable student group, export their parents' IDs, and then copy-paste their IDs in bulk into a new query. You can paste up to 500 IDs at a chunk in the "Relationship Constituent ID one of" criteria. If you foresee doing this repeatedly in the future, take this opportunity to also Global Add a solicit code or attribute onto the parents' records so you can use Dynamic queries or webview lists in the future.

You can output Relationship IDs in Export, even though not in Query.

Miki Martin

@Faith Murray that is basically what I ended up doing yesterday just to get moving. Being able to copy and paste multiple numbers at once is super helpful.

I just really wish we were able to utilize filters better by accessing a specific query via the filters like I was wanting to do. Thanks!

@Dariel Dixon and @Matthew Nareff thank you for your input. I wish it was easy enough to just do a relationship query. I'd looked into that. My issue was, as Faith mentioned, needing to filter on a specific constituent attribute from the child's record even though I needed all the parents' information. Maybe if we were able to get our school to use Blackbaud's EMS and then have our systems talk it might be easier? I can hope and wish.

Thank you all!

Dariel Dixon

@Miki Martin I thought that might be the case. If you do have to end up entering the IDs into a query, it might be worth using SmartPASTE to help the process go further.