Solicitor Performance Analysis Standard Report in NXT
Bring the Solicitor Performance Analysis Report that is currently in the database view over to Standard Reports in NXT. This may be similar to Idea RENXT-I-1890, but it is not tagged Standard Reports.
At previous org, this was our most used report! We did annual campaign with assigned prospects to volunteers. Volunteers did not have RE access. We ran reports regularly during campaign to track performance against goals.
I strongly second this. 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.
At previous org, this was our most used report! We did annual campaign with assigned prospects to volunteers. Volunteers did not have RE access. We ran reports regularly during campaign to track performance against goals.
I strongly second this. 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.