Creating Capital Campaign & Solicitor reports with the Prospect Tab

Katrina Freeburg

I'm trying to create something similar to a proposal follow-up report for capital campaign committee meetings. But I'm not sure how to apply the appropriate filters for just this campaign.


We use the prospect tab, but some of the solicitors from our last campaign are no longer with us. And we have some new ones. We don't have Crystal Reports.


I would love some advice or 1:1 brainstorming. Feel free to PM me directly. 


Thanks in advance!

Katrina Freeburg, CFRE

Seattle Preparatory School

Director of Individual Giving
kfreeburg@seaprep.org

206.577.2237 desk


 

Jennifer Donlevie

Katrina Freeburg:

I'm trying to create something similar to a proposal follow-up report for capital campaign committee meetings. But I'm not sure how to apply the appropriate filters for just this campaign.


We use the prospect tab, but some of the solicitors from our last campaign are no longer with us. And we have some new ones. We don't have Crystal Reports.


I would love some advice or 1:1 brainstorming. Feel free to PM me directly. 


Thanks in advance!

Katrina Freeburg, CFRE

Seattle Preparatory School

Director of Individual Giving
kfreeburg@seaprep.org

206.577.2237 desk


 

We also use the prospect tab for our capital campaign.   let me know if you still need  help in this area.