Relationship Listing Report
- 09 Sep 2024
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Relationship Listing Report
- Updated on 09 Sep 2024
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Relationship Listing Report
The Relationship Listing report lists relationships between Profiles, including the Relator and Relatee ID and Name and a description of the Relationship. It also displays grouping information about the selected Profiles.
NOTE: You can access this report from anywhere in FIMS by selecting Reports > Profiles > Profile Other > Relationships.
NOTE: You can create Contacts or add Affiliation codes to each unique Profile ID code included in this report, directly from the FIMS viewer. Refer to Creating Contacts from Reports and/or Exports in the Introduction and Adding Affiliations from Reports and/or Exports in the Profile Management module for more information.
Relationship Listing Report
Relationship Listing Report Fields
Field | Description |
|---|---|
Relator ID | The Profile ID code of the relator. |
Relator Name | The report name of the relator. |
Relatee ID | The Profile ID code of the relatee. |
Relatee Name | The report name of the relatee. |
Relationship Code | The Relationship code that identifies the relationship between the two Profiles (for example, P1 or P2). |
Relationship | A description of the relationship between the two Profiles (for example, Client, Friend, Father, or Financial Planner). |
Group Code | The Profile Group that the selected Profile is a member of. |
Group Description | A text description of the Profile Group that the selected Profile is a member of. |
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