Report Records and Fields
Use related information thoughtfully
When a field picker offers a related record, open that connection and then choose a field on
the related record. For example, a membership report might let you add the associated program
or level. Give the resulting column a heading staff will understand.
Some connections lead to multiple related records. Depending on the field, you may be able to
show the related values as a list or summarize them with a count or numeric calculation.
These summaries do not create a separate table row for each related item. Choose a different
record type if your question needs one row per related item.
For conditions using related information, follow the relation in the filter picker and choose
the appropriate field there. See Build Filters for
combining conditions and for attendance-specific date behavior.

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