Reports --> Analytical Reports --> Top Donors Report --> Constituent Solicitors Filter

Reports --> Analytical Reports --> Top Donors Report --> Constituent Solicitors Filter

When using the Constituent Solicitors filter in this report, it pulls in any constituent who was ever Assigned to the selected Development Officer(s) (Relationships --> Assigned Solicitors), and who made a donation within a specified time frame. For organizations with long term staff members, this isn't very helpful (e.g.) a 25 year veteran fundraiser has had a lot of assignments! It would be a more useful filter and report if you could choose (1) only currently Assigned prospects; or (2) prospects assigned to a selected Development Officer during a specified time frame using the Assigned Solicitor To/From dates (e.g.) This Fiscal Year, Date X to Date Y, etc.

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  • May 1 2015
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