Ability to create a solicitor performance report in NXT

Ability to create a regular report on total solicitor revenue to show how much each gift officer has brought in, as well as breakdown of which campaign the funds were attributed to.

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  • Nov 30 2018
  • Reviewed: Voting Open
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  • Sue Christensen commented
    05 Feb 16:01

    This should work on the fundraiser performance tile in Webview but it is only counting received revenue and not committed - we base our fundraisers goals on what is committed. This should be one we can toggle from committed to received in webview. Please make this change!

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  • Maya Rosman commented
    04 Feb 16:06

    I strongly second this. The Solicitor Performance Analysis report is absent from webview and would provide this functionality. While we do not use the Solicitor Performance Analysis report all the time, it is critical for us as we approach year-end. We use this to track Board and Trustee give/get requirements and it allows us to track these folks against their goals. These are not fundraisers who have a log-in to RE, but we have designated them as Fundraisers and have tracked their giving this was for 15 years. This report is a critical way to see their progress toward our give/get goals.

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