Correlation between gifts and actions

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Is there a built report or has someone implemented a report that shows the correlation between the solicitors actions and if a gift around those actions? I've pulled the last gift received and pulled in the past 10 actions but it's a long and not useful way to interpret it. Thank you.
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  • Ann Texido:
    Is there a built report or has someone implemented a report that shows the correlation between the solicitors actions and if a gift around those actions? I've pulled the last gift received and pulled in the past 10 actions but it's a long and not useful way to interpret it. Thank you.

     Are you using the Prospect Module and creating proposals for the expected gifts and linking the actions to the gifts? If so, you could run a Proposal Follow Up Report (only available if you have purchased the Prospect Module). The down side with this report is it doesn't list the gift amount, but it will Action Notes where you can indicate that information. There really isn't a perfect report that I've found for what you are looking for, but this would be the closest if you are using it.

     

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