Run the Solicitor Performance Analysis report


1. Create a gift query
2. On the Criteria tab, select Constituent, Relationships, Assigned Solicitors, Specific Record ASK
3. Create a Gift Detail and Summary Report
4. Include selected records using the ASK query
5. Enter in all other parameters as needed
6. Click Preview
7. Select equals as the operator for the ASK Query
8. Enter the name of the solicitor
9. Click Finish