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Old 04-15-2008, 07:11 AM   #1 (permalink)
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Solicitor LYBUNT report

I need to put together a report that is similar to the Solicitor Performance Analysis that only shows LYBUNTs. The point is to see how much money potentially is still out there. Two issues to consider include:
1. The donor may not have had the same (or any) solicitor last year.
2. The report needs to be available at the click of a button or two for our Annual Fund director.

The closest I have come so far is a LYBUNT report based on a query of everyone who has been assigned an annual fund solicitor this year. It's fine except that it doesn't show the name of the solicitor.

Do you think I have to go the Crystal route to make this work? I haven't done much with Crystal in the last few years and don't have a lot of time to play with it....

Thanks,
Carol Jones
Database Manager
Hawken School
Gates Mills, OH
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