Since the canned reports for Solicitor performance are tied to Campaign and Fund level goals, we must use an export to generate performance at the individual donor (e.g. ask) level.

  1. Create a new Constituent export
  2. On the Output tab include, select:
  • Relationships, Assigned Solicitors, Name (this will be the assigned solicitor's name)
  • Relationships, Assigned Solicitors, Amount  (this will be the ask amount)
  • Summary Information, Gifts, Total Gift Amount  (this will be the gift amounts received)
  • Constituent Information, Name (this will be the donor's name)

Although not required, tracking Solicitor performance can be facilitated when we use Appeal(s) to associate and filter the results between target "asks" and actual performance:

  • Use an Appeal and an Amount (for the ask) on the Solicitor Relationship
  • Create a constituent query with Relationship, Assigned Solictor, Appeal ID equal to the desired Appeal
  • Include a filter on the Summary Information for the desired Appeal