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Is there any possible way to create a report with Fund Relationship<>Contact<>Opportunities. We are using NPSP and need a report which will show a contact having any fund relationship and any planned gifts. In the schema builder, Contact has lookup with Opps as well as fund relationship but opps and FRs has no direct relationship.  

I tried creating a joined report but the data is not clear as it will consider both the blocks as independent. A contact can have many fund relationships as well as many opportunities.  

 

9 answers
  1. Mar 24, 3:03 AM

    I guess I would ask what's more critical, to see each opportunity or each fund relationship. If it's more critical to see fund relationships, then maybe you could leave opportunities out and just use rollup fields from the contact that provide the giving data for each contact. This is assuming you have rollups running from opportunities to the contact. 

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