Present Relationship data of participants to their organization

[http://josephlacey.myopenid.com/]

and organizations to their participants.

There is no native mechanism to display relationship data. There is some development already being done on this functionality.

 http://civicrm.org/node/604

 http://civicrm.org/taxonomy/term/26

[http://josephlacey.myopenid.com/]

Sha and I talked this through and decided we could best achieve this as a report in the short term rather than a custom profile search form. And after a little digging I've found that an existing report Constituent Report (Detail) will allow all this information to be displayed with the correct criteria selected.

 https://community.ussf2010.org/en/civicrm/report/instance/2&reset=1

Under Report Criteria, in the first set select City, State, County, Email and Phone. In the Participant field set, select Participant, Status, Fee level and Fee amount. In the Relationship field set, select Relationship, Relationship Type, Relationship With.

We may need to add further filtering options but this will get us a long way toward a less cumbersome workflow. We should be able to edit the default options that are checked, so changing the criteria each time won't need to be done.

[sgroganb@…]

this is definitely on the right track... it looks like it pulls all the info we'll need in the report, but I don't see how to I don't see how to refine the search. Right now it's finding over 10,000 records, which I know is about 10 times more than the number of people that are registered. I'm also not seeing where it will let me export or sort the results...

[http://josephlacey.myopenid.com/]

This has also been resolved with the custom exports and the search form.