Does anyone know of a report for Solicitation Tasks that can be filtered by date? We are using Solicitation Tasks to track the activities of our major gift officers with each prospect. Our gift officers need to be able to pull reports of their activity for the past week/month and the only way I can find is to pull the Solicitation Tracking report, sort by date in Excel, and then delete all of the other information, but I keep thinking there has to be an easier way to do this! Any ideas?
Thank you!