To pull a report showing all students in the program and their primary parent/guardian with the parent/guardian's cell phone and email, the consultant should use the "Contacts with or without Relationships" custom report type:
Custom Report Type:
Create a custom report type for "Contacts with or without Relationships." This report type allows you to include related records, such as relationships between students (Contacts) and their primary parent/guardian.
Include Relevant Fields:
In the report, include fields for the student (Contact Name), their primary parent/guardian (related Contact), and the parent/guardian's cell phone and email.
Use the Relationships object to link students to their primary parent/guardian.
Filters and Sorting:
Apply necessary filters to ensure only relevant records are included.
Sort and group the data as needed to provide a clear view of students and their primary parent/guardian information.
Reference:
Salesforce Help: Custom Report Types
Nonprofit Success Pack (NPSP) Documentation: Managing Relationships