1. Create a dynamic Constituent query with the following criteria:
  • Select this field: Prospect > Proposals > Solicitor Specific Record
  • Use an operator of equals for just one solicitor or one of to report on a group of solicitors. The ask operator can also be used for a prompt each time the query/report is run to add criteria as described here.
  • Press the binoculars to look up each solicitor record.
  • Save this query.
2. Open the Outstanding Proposal Report at Reports > Prospect Research Reports. On the General tab, press Include > Selected Records to attach the query created in step 1.

3. Run the Outstanding Proposal Report.