Report capabilities for the Proposal Analysis Report

The current report has very limited sorting abilities, and if multiple solicitors are assigned a proposal it will duplicate the report (and report total...if the report is sorted by solicitor). This tool isnt friendly for the solicitors since they would like to see a their prospects sorted by solicitor, by status and then by donor. Now they either have to select by status or by solicitor. For large lists, it makes it hard to review the list. I also think sorting by ask amout or ask date, funded date, funded amount, etc. woudl be helpful for group status updates.

  • Guest
  • Sep 16 2014
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  • Guest commented
    August 02, 2016 20:51

    Further report capabilities would be adding a filter to the 2. Filters tab called: proposal solicitor. This way we wouldn't have to create a query to isolate specific proposal solicitors.