• Run a Solicitor Performance Analysis report. Base the report on a specific fund goal and choose the specific fund. Mark the checkboxes for the specific fund team. On the General tab mark the Create Gift output query checkbox.
     
    • Run the report and name the gift output query.
     
    • In Query, open the output query. On the output tab choose to output:
      • Constituent, Constituent Name
       
      • Address, Preferred Address, Address lines 1, City, State and Zip
       
      • Gift Information, Gift Amount
       
      • Solicitor, Solicitor Name
       
      • Run the query. This gives you the donor's name and address, each individual gift amount and the solicitor name.