Solicitor Performance Report

Joanie Rogers:

Hi all,

I have never set up solicitors and need to do so now for our capital campaign.  I thought I had everything set correctly, then I ran the Solicitor Performance Analysis report. 

Using a sample gift of a $15,000 pledge with one installment of $5,000 made ($10,000 pledge balance), I am getting a report that shows me 1" out of 1 gave" and the total amount raised is $25,000....so it's adding the pledge and the pledge balance together?

Shouldn't it be showing me the total raised is $15,000?  What am I doing wrong? I have attached a pdf of the report.

Thank you.

Joanie Rogers:

I have tried both (all) ways, nothing seems to help the "total collected" amount.  The report columns are accurate.  It's the total collected that doesn't make sense. Can you open the attachment to my first message?

Just checking, when you tried both ways did the amount in the report columns change? 

I use this report all the time.  My total amounts reflect what is in the columns.  On tab 3 Solicitors, what is your selection there?  Is it broad enough to possibly be picking up some other $ for the campaign/fund?  Just trying to figure out what other $ total could be pulling in.  Your totals section has more lines than my report does - like you're reporting on two goals?  I just have one set of ...total...over... figures.  You have two.  Not sure, but it looks like you're including two funds?  Is that possible?

Joanie Rogers:

I found a Knowledgebase post that helped.  I think what I want it to do and how BB has it set up to do are two different things. 

They have:

Column 1: All Cash

Column 2: All Stock

Column 3: All Pledges

Which works as long as I unselect Use Gift Balance instead of Gift Amount

But what I want it to do is in Column 1 show me the gift amount and in Column 2 show me pledge balance. 

So in Column 1 I have moved to the right, Cash and Pledge (unchecked Use Gift Balance instead of Gift Amount)

And in Column 2 I have moved to the right, Pledge (checked Use Gift Balance instead of Gift Amount)

When I do that I get $25,000 for the Total Raised. 

With my example, I want it to show:

Column 1: Gift Amount  =  $15,000

Column 2:  Pledge Balance =  $10,000

Total Raised: $15,000

I think the issue is in changing the first column to show the full pledge. The default starts with cash in one column and pledge balances in the other - which does (theoretically without accouning for write offs) total up to the full pledge amount in the total raised area but does not show that total per constituent in a column anywhere.

I do not think this report will do what you need it to do.