Streamline report viewing

It would be extremely helpful if there was a way to see who was the last person who spoke to a donor, what step in the play they ended on, and what the outcome was all in one report. Right now I'm having to download 3 different reports and cross check them to only sort of get the answer that I'm looking for.

More and easier reports to download to see progress would be extremely helpful. Even just adding more information to the reports that are already there. If I click on an agents numbers I'd love to be able to see the donors name, what stage they were on when they were completed, if they gave, to what, how much, and if it was a pledge, CC or Other.

  • Rachel Valliere
  • Oct 13 2021
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