Does anyone know how I can track and report on the impact that a thank you call has on subsequent donation amounts/number? Is there a way to report on this if it is setup as an action? Please help!

Hi all, One of the reports I provide to management is the Action Summary Report, with the solicitors' names down the side, with action types underneath their names and the action category across the top. (Primary Summary = 'Solicitor'; Secondary Summary = 'Action types'; Break by...

I use the Solicitor Action List dashboard and Action Summary Report to keep track of department activity. Why do I get a different number for total of actions between the dashboard and report? What fields do I need to complete on the Action Record for an Action to count toward a total?

Our staff has begun to use actions. I want to create 2 reports: a tickler report with actions required of all notified users, but even without filtering, I can only see my actions. The other staff have created actions and have listed themselves as notified users. an action report for a specific time...

Hi all, I've been asked to produce a custom report for a fundraising team that includes prospect name, last action on record, next action(s) on the record, general prospect data fields (on Prosect tab) and proposal data fields (also on Prospect tab). After some research it seems it is not possible...