WIZARD BLOG

Wizard Blog

Entries in "Reporting"

Two Reports Replaced

The "Fundraiser Proposal" and "Fundraiser Prospect" reports have been removed from Wizard. They have been replaced by the "Fundraiser Summary" report which combines the features of both reports.

Solicitation and Cultivation Managers

Matt and Dave have added Solicitation and Cultivation Manager columns to the "Basic Entity Info", "Basic Entity Info - Alt. Version" and "Proposal List with Giving" reports.

Fundraiser Summary

Tawanna has created the "Fundraiser Summary" report under Reports->Reports. This report groups prospects by solicitation stage and shows proposal amounts, contact activity and solicitation info. It's very useful for gauging the status of your prospect portfolio.

AF Assignments

Dave has added the GGA AF rating to the AF Assignments report. It is available under Reports->Reports.

Enhancement to Comp Stats

Matt Heimbach has added contact info to the Comp Stats report based on your feedback. For further details feel free to contact Matt.

Changed Proposals

Dave Pabin has created a new report called "Changed Proposals". It allows you to see proposals that have changed during any time period. Feel free to contact Dave for further info.