Ad Hoc - KW Cares

The below ad hoc will show YTD KW Cares donation amount by agent.

LIST DA BY AGENT_NAME WITH CLOSE_PERIOD BETWEEN %YEAR%01 AND %YEAR%12 AND WITH STATUS = "P" AND WITH KW_CARES_AMOUNT GT "0.00" BREAK-ON AGENT_NAME DATE_CLOSED TOTAL KW_CARES_AMOUNT

As is, the above report will pull YTD information. If you want another time frame, replace the %YEAR01% and the %YEAR%12 with the four digit year and two digit month that you want the report to start and finish in