1. Create a constituent query that filters on Solicitor Type:
    1. Create a constituent query.
    2. On the Criteria tab, select Relationships, Assigned Solicitors, Solicitor Type and select the appropriate operator and values.
      Use the <Ask> operator for the solicitor type field if the report will be run multiple times for different solicitor types.
  2. On the General tab of the Solicitor Performance Analysis report, click Include and choose Selected Records, then select the query created in Step 1.