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.
- Run the Solicitor Performance Analysis Report based on the query created in steps 1 and 2.