The Solicitor Goal Summary is the report that will show the solicitors by team. The Solicitor Performance Analysis is best for detailed information but does not break the solicitors out by team. In either report, select just the members of that particular team by using the Base report upon a specific Campaign or Fund goal option found on the Solicitors tab when setting up the report. Then mark each Solicitor and/or team that you wish to appear in the report.
Steps: 1. Open one of the solicitor reports, Solicitor Performance Analysis, Solicitor Comparison Report, Solicitor Goal Summary 2. On the Solicitors tab, select Base report on a specific Campaign or Fund goal 3. Select the desired teams