Matching grandparent to students

Bernadette Shilliam
Bernadette Shilliam
Sixth Anniversary Kudos 1 Name Dropper Participant
in Blackbaud K–12 Education Solutions™ General Discussions

Trying to find a way to match all of the folks in our database who have the role of grandparent with the student for which they hold that role. Currently I'm not able to run any report (that I can find) that includes the student - I have to go through each student contact card to see who is listed in their relationships as the grandparent. Has anyone created a list that solves this?

Comments

  • Bryna Gleich
    Bryna Gleich Blackbaud Employee
    Tenth Anniversary Kudos 3 Name Dropper Participant

    @Bernadette Shilliam

    Would this work? It's a Basic list:

    Go to

    • Core
    • Reporting
    • Manage lists
    • Manage basic and advanced lists
    • Add
    • Create a basic list
    • select Related Constituents
    • Next
    • Enter name, Category, and Description
    • Criteria is “Where ((Relationship Type Equals Grandparent-Grandchild) Or (Relationship Type Equals Great Grandparent - Great Grandchild)) And (User 2 Role Equals Student)”
    • Run
    • Export

    580f19b97d54c132859fda30cf78035d-huge-im


  • Bernadette Shilliam
    Bernadette Shilliam
    Sixth Anniversary Kudos 1 Name Dropper Participant

    @Bryna Gleich
    Thank you so much for this - it is what we were looking for!

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