• Create a gift query of gifts with solicitors
       
    • On the General tab, click Include and select the query created in step 1
     
    • Export Gift Amount, Gift Date, and Gift Type
     
    • Select Constituent, Biographical, Name to export the donor name
     
    • Select Solicitor, Amount and Solicitor Name export the solicitor name and amount for which the solicitor is credited.
     
    • Click Export Now