Solicitor Reports

Brian Teague

Hello! 


I'm thinking I need to create a customized solicitor performance analysis report that includes cumulative giving for 2 years and includes more than just one phone number. Has anyone done something like this? I do not know CR, but am willing to learn. Didn't know if someone could maybe point me in the correct direction!


Thanks,

Brian

Bonnie Lodevole

Brian,

 

I would use the solicitors performance analysis report under
analytical reports.  As long as your solicitors are coded
properly it should work without customization.

 

Bonnie –Millbrook School