The Fundraising Campaign Solicitors service (part of the Fundraising Management add on application) contains the following reports:
- Funds Collected by Solicitor Report
- Solicitor History Report
- Solicitor Progress and Funds Collected Report
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Funds Collected by Solicitor Report
The Funds Collected by Solicitor report displays a list of fundraising campaign solicitors and the amount donated by each.
The Funds Collected by Solicitor report is located on the Report Wizard's Fundraising tab.
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Solicitor History Report
The Solicitor History report displays all solicitors grouped by Motive (Fundraising Campaign), the Contribution Date, Amount, and Contributor name.
The Solicitor History report is located on the Report Wizard's Fundraising tab.
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Solicitor Progress and Funds Collected Report
The Solicitor Progress and Funds Collected report displays a list of solicitors grouped by fund amount.
The Solicitor Progress and Funds Collected report is located on the Report Wizard's Fundraising tab.Anchor
The Issues service (part of the Case Management application) contains the following reports:
- Bug Report
- Support Issue By Client Report
- Support Issues Report
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Bug Report
The Bug Report displays information about a set of issues in a tabular format. Each issue is a row in the table.
The Bug Report is located on the Report Wizard's Issues tab.
Support Issue By Client Report
The Support Issue By Client report displays information about clients who have submitted cases linked to a set of issues. Client information is obtained from Cases records that are linked to these Issues via Related Issues records.
Support Issues Report
The Support Issues report displays information about Issues and the Cases linked to those Issues in a tabular format. Each issue and associated case is a row in the table. Client information is obtained from Cases records that are linked to these Issues via Related Issues records.
Note that if an issue is linked to more than one case, it will appear multiple times in the report, once per linked case.