Report and solicitor

Kirk Henderson

Is there any way to add the solicitor to a pledge status report?

Melissa Graves 2

Kirk Henderson:
Is there any way to add the solicitor to a pledge status report?

Unfortunately there is no way to alter the canned report. If you continue to use the canned report the only option you would have would be to run separate reports for each solicitor using a query to pull the groups.

Alternatively you can create a custom crystal report to duplicate the canned report and add the information you want.

Kirk Henderson

Melissa Graves:

Unfortunately there is no way to alter the canned report. If you continue to use the canned report the only option you would have would be to run separate reports for each solicitor using a query to pull the groups.

Alternatively you can create a custom crystal report to duplicate the canned report and add the information you want.

Thank you!

JoAnn Strommen

Kirk Henderson:
Thank you!

Depending on exactly what info you're looking for, you may be able to pull solicitor, pledge amount and pledge balance with Reports > Analytical > Solicitor Analysis.  You could have column 1 list pledge amount and column 2 show pledge balance.  Just a thought/possibility, as I said depends on what all you're looking for.