RE Report With Specific Ratings Fields From The Prospect Tab

I would like to be able to generate a report where I can list the amount that a person donated last year and then include several fields from the Prospect Tab (RE Database View) in the Ratings section. Specifically, I'd like to have a report that includes Recommended Donor Type, Minimum Ask Amount, Maximum Ask Amount, Overall Wealth Rating. These categories, along with last year's donation would help decide an accurate ask amount for Annual Fund letters.

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  • Sep 9 2021
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