- In Reports, create a new Proposal Analysis Report.
- On the Format tab, select Optional Columns and include Solicitor on the window to the right.
- Export the report to an Excel format, such as Excel 7.0.
- Open the exported file and within Excel, sort the spreadsheet based on the Solicitor column and delete any unnecessary rows/proposals/etc.
Note: Canned reports within The Raiser's Edge are designed using Crystal Reports and aren't designed to export directly to a third-party product, such as Microsoft Excel. Some additional clean-up and modification may be required once the report is exported to Excel.
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