solicitor tracking of ask amount as well as gift amount

Doris Nelson

We are entering the  "ask" amount in the "amount" field of the assignment grid (solicitor's constituent record -- details). It turns out though that I can't find a way to generate a simple list for each solicitor which shows their list of constituents, the amount that was asked for and the amount that was given.


The solicitor performance report shows all gifts attributed to the solicitor -- but not the assignment "amount" field.  One can export the assignment grid which includes the amount field, but not the gift amounts.  Hmmm.  I've looked at the other solicitor reports too but can't find what I need.

Also the amount field of the assignment grid is not available to choose for a query or export.


This seems like the sort of information that people would commonly want to use in evaluating solicitor performance.  


Anyone know how to do it? 

JoAnn Strommen

Hmm...I thought I ran report with that type of info a long time ago.  But maybe not.


Doesn't the Solicitor Goal Summary give you what you need?  Sample report looks like it has both amounts. 


Yes, that is strange that it can't pull in one report.

Doris Nelson

Thanks for the suggestion (Solicitor Goal report) but that report pulls from the Goal Amount field of the Goal tab.  That is the overall goal for the solicitor -- 


 

Jacki Balon

We use the Proposal record and track all this information there, and yes we definitely want to report on that type of info


 

Doris Nelson

Ahh.  We don't have the prospect module.  But that makes sense.