Required System Role: Standard User
Required Team Role: Viewer
A Relational Report allows you to create an Excel Spreadsheet (.xlsx) that shows how 2 different Entities in Consultation Manager are connected. Instead of generating separate reports for things like Stakeholders and Events, you can combine them into one report to see the relationships between the data. This makes it easier to review engagement history, understand context, and prepare reports that reflect how Entities are linked in the real world.
How to generate a Relational Report
- Select 'Reports' > 'Reports'.
- Select 'Create Report' > 'Relational Report'.
- You can edit the name of the Report by selecting the edit symbol, typing and then selecting the tick to save.
- Select the Project(s) you would like to report on (this will apply to both the Primary and Secondary relationship records).
- Select the Primary Entity you are reporting on, then the Related / Secondary Entity.
- Select 'Continue'.
- Use the report filter to refine the data you would like to pull, then select '+ New Search' (if don't enter any search parameters, all visible records will automatically be displayed).
- From here, you can add more filters, and select 'Refine Search'.
- With multiple filters, you can select the 'AND' / 'OR' to change what you're looking for.
- You can also select the small 'x' next to a filter to remove it.
- The large 'X' will clear the entire search filter.
- You can also 'Sort By' by selecting the column heading. Note that the order that the records appear will be the order they will show on the report.
- If you want to run the report on only a few records, you can use the tick boxes to select what you would like to be included. Note that if any rows are ticked, all unticked rows will not be included in your report.
- When you're happy with the dataset you are reporting on, scroll down to the bottom of the page and select 'Continue'.
- To select and order which fields you'd like to export, select each of the Fields.
- Tick / untick each box based on whether you would like this on the report.
- You can also rearrange the order of these, by clicking and dragging the grip dots.
- Next, you can give this specific report a name, this will also be the name of the downloaded file.
- Select 'Generate Report'. (You can also save this as a Template for future use by selecting 'Save as Template').
- The Report will generate. You can close this pop-up window and continue using your system while the Report is generated in the background.
- When the Report is completed, you will receive a notification. You can download the file to save on your device.
- Opening the file in Excel, you can see both Entities, and the related information.
Tip: Excel has a maximum limit of 32,767 characters per cell. If any long text field exceeds this limit, the content will be truncated and will end with an ellipsis '...'
Please note: The generation and download of reports may take a few minutes. The time required depends on the amount of data in your search and the current server loads.
Extra Tips
Merge Primary Cells Option
If you're looking for an option that's a little easier to view, you can choose to merge the Primary cells. 
It merges the Primary Entity's cells for all related records as below. 
Please note: This is a paid feature, please contact your Customer Success Manager for more information.
Created: 11/09/2025
Last Modified: 16/09/2025