Gift Amount and Balance Due columns in Campaign Hierarchy Team Details report display inflated totals
Solicitor ID/Name have been included on pledge payments
Use this report to provide details by team for solicitations that are being tracked using the Campaign Hierarchy feature, with one team per page. For each Team, the report prints a list of each solicitor with his/her assigned constituents and their Ask Amount, Gift Amount (if any*), and Balance Due. The total Ask Amount, Gift Amount, and Balance Due for each Team are also included.
*Any = applies to all transaction types
Important note: For a gift to be included in the committed total on this report, a Proposal card MUST have been created first. The gift is then matched to the Solicitor and Team indicated on the Proposal card.