The Solicitor Status panel allows you to view, analyze, and monitor your solicitors’ progress as they solicit prospective constituents. By using a “Top” or “Bottom” filter, you can view solicitors based on their rank in percent or numbers for the gift amounts or number of gifts your organization receives.

For example, here is how to add a Solicitor Status summary that will show your top solicitors and the cash and pledge payment gift amounts they generated for a selected fund:

  1. On the Raiser’s Edge bar, click Dashboard. The Dashboard page appears.
  2. Click Customize on the action bar. The Customize Dashboard panel appears.
  3. In the Available Panels box under Solicitor, highlight the Solicitor Status panel and click Add. Solicitor Status moves to the Selected Panels box.
  4. Highlight Solicitor Status and click Edit. The Edit Solicitor Status Panel appears.
  5. In the Description field, enter “Top 10 Solicitors and Gift Amounts” for the summary title.
  6. In the Date range field, select “Last calendar yr”.
  7. In the Include only [ ] [ ] [ ] by [ ] fields, select Include only “Top” “10” “No. of Solicitors” by “Gift Amount”. This filters your top 10 solicitors and all of the gifts your organization has received as a result of the solicitors’ efforts.
  8. In the Gift types to include row, click Select. The Edit Solicitor Status Panel Gift Types to Include screen appears.
  9. To quickly remove all the filters that default automatically, click Uncheck All.
  10. Mark the Cash and Pledge Payments checkboxes to only include these gift types.
  11. Click OK. You return to the Edit Solicitor Status Panel.
  12. In the Campaigns to include row, leave the default “[All]” because you do not want to filter campaigns for this summary procedure.
  13. In the Funds to include row, click Select. The Selected Funds screen appears.
  14. Highlight “2000 Annual Fund” in the box on the left, and click the single right arrow. The 2000 Annual Fund moves to the Include these Funds box.
  15. Click OK. You return to the Edit Solicitor Status Panel.
  16. In the Appeals to include row, leave the default “[All]” because you do not want to filter appeals for this summary procedure.
  17. In the Solicitors to include row, leave the default “[All]” because you do not want to filter solicitors for this summary procedure.
  18. To choose the optional columns you want in the Solicitor Status panel results, in the Columns to Show row, click Select. The Edit Solicitor Status Panel Columns to Show screen appears.
  19. To quickly remove all the columns that default automatically, click Uncheck All.
  20. Mark the No. Gifts, Amount Received, and No. Actions checkboxes to include these as columns in your summary results.
  21. Click OK. You return to the Edit Solicitor Status Panel.
  22. Click OK. You return to the Customize Dashboard panel.
  23. To process the results, click OK. The panel results display on the Dashboard page.