Filter by Fundraiser for Analyze

The analyze reports are great but our Fundraisers want to see it as it pertains to their portfolios.

Most of your other Lists, etc. allows one to filter based on Fundraiser.  Why not this?

  • Howard Marmorstein
  • Aug 25 2017
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  • Cammi Derr commented
    November 19, 2018 22:42

    It would be nice if the filter by fundraiser option also included "None of these fundraisers" or "Fundraiser is blank" and "Fundraiser type = <specific values that exist in our table>"

  • Guest commented
    December 15, 2017 16:59

    I would also be interested in having a filter available for Solicitor Type.  We have gift officers who have a secondary level relationship with some donors/prospects and I would like to be able to remove those secondary level relationships from Lists and Analyze reports in order to show data only on their primary relationships.