Solicitor Profile (Crystal)

The Solicitor Profile report shows solicitor performance summaries by Gift and Pledge, by Campaign, by Fiscal Year, and by Distribution and also lists donation information for Donors associated with the solicitor. The report can be run for one solicitor or for all solicitors.

Desktop: Fundraising > Generate Reports > Reports, Fundraising > Generate executive reports

Note: In this report, Donations include Fundraising, Events, and Dues donations.

Note: Donations include Gifts and Pledges, including unpaid pledges.

Note: The amounts for Gifts and Pledges have been adjusted by any Credit/Debit memos.

Note: This report cannot be filtered for Distribution. Adding Report Spec parameters for Distribution will produce an error.