Solicitor Summary

The Solicitor Summary can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Solicitor Summary to print a list of receipts and the Donor who received them.

Purpose of the Report

This report creates a summary of each solicitor's pledges and donations that have been received.

Departments Who Benefit From This Report

Development Use this report to see how much money has been received for pledges and donations from each solicitor.
General Manager Use this report to see how much money has been received for pledges and donations from each solicitor.

Criteria Hints

It is recommended that this report be run either without criteria or for a specific solicitor.

Parameter Field Condition Value
Employee # is one of (Employee)

Use the SHIFT key to select a series of campaigns, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual campaigns.

Diataxis: