Run the Solicitor Performance Analysis Report.

 

If you would like to report on only those constituents currently assigned to a solicitor but do not want to limit the giving to a date range:

 
       
    • On the Criteria tab, select:
       

      Relationships, Assigned Solicitors, Date From greater than or equal to [the beginning of the date range]

      AND Relationships, Assigned Solicitors, Date To less than or equal to [the ending of the date range]

      Note: If you do not use Date To, remove the second filter from your query.