Ability to create a list of employees based on an organizations Assigned Solicitor

We pull a lot of lists and use our Assigned Solicitors to help track regions for our organizations.  Typically we need the names of the employees at the organization as well.  Therefor is would be useful to be able to pull all of the employees for an organization after having been able to filter the organizations based on the Assigned Solicitor.  

 

For example,  we are trying to pull three separate lists at the moment.  I am creating a list for our central, north and west regions separately.  We have assigned solicitors to each organization that is in Raiser's Edge.  Each Assigned Solicitor corresponds with one of the regions.  I need the end result of my query and report to be a list of employees with their organization name, address and email.  This list will need to include only employees with specific solicit codes that have been added to their record.  Therefore, I need to be able to do the following:

  1. Filter our Organizations by the Assigned Solicitor on the Organization record
  2. Filter Employees at the above Organizations based on solicit codes on the employees individual record.
  3. Pull Employees organization name, position, primary address, and primary email.
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  • Mar 30 2016
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