improved solicitor performance analysis reporting

In the Solicitor Performance Analysis, it would be nice if I could run the performance analysis based on the assignments date range, not just the gift date range. For instance, if I want to run a SPA for last year's assignments (not prior years' assignments) it currently brings up ALL the assignments no matter what year they were assigned. I must currently go into the detail of the solicitor and delete all prior year assignments. VERY time consuming. Thanks.

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  • Feb 5 2016
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