This article walks users through how to run the Business Object report titled: "Birthday Report by LID." This report is designed to pull all living individuals that have a known birthdate given Constituent LookupIDs (LIDs). Users have the option to restrict results based on giving information by S/C/U Rollup, VP Area Rollup, Campus Rollup, Purpose Site Name, Designation LookupID, and/or by Communication Preference. Further user input controls available to specify Birth Month.
This article walks users through how to run the Business Object report titled: "Birthday Report by Manager, CRM, Plan Primary Manager LookupID." This report is designed to pull all living individuals that have a known birthdate given Constituent LookupIDs (LIDs). Users have the option to restrict results based on S/C/U Rollup, VP Area Rollup, Campus Rollup, Purpose Site Name, Designation LookupID, and/or Communication Preference.
This article walks users through how to run the Business Object report titled: "Birthday Report by PM, CRM, Plan Primary Manager or Prospect Tag Comment." This report is designed to pull all living individuals that have a known birthdate given Gift Officer LookupIDs (LIDs). Users have the option to restrict results based on MGO Uniqname Pattern, Prospect Tag Site Name, S/C/U Rollup, VP Area Rollup, Campus Rollup, Purpose Site Name, MPathways DeptID, and/or Designation LookupID.
This article walks users through how to run the Business Object report titled: "Birthday Report by SCU Alumni and Birth Month." This report is designed to pull all living alumni that have a known birthdate given school/college affiliation (SCU) and specified birth month. Users have the option to restrict results based on giving Fiscal Year (results will display U-M wide recognition as well as SCU specific recognition) and/or Communication Preference.
This article walks users through how to run the Business Object report titled: "Committee Roster." This report is designed to pull all Interactions, Opportunities, and Active Plans for all committee members given a list of Committee Names and a specified Start Date.
This article walks users through how to run the Business Object report titled: "Constituent Lookup by Email Address." This report is designed to pull constituents’ names, statuses, and contact information given a list of email addresses.
This article walks users through how to run the Business Object report titled: "Constituent LookupID from UMID or UM Uniqname." This report is designed to pull Constituent LookupIDs (LIDs) given a list of UMIDs, Uniqnames, or a mixture of both UMIDs and Uniqnames.
This article walks users through how to run the Business Object report titled: "Constituents by Constituent Affiliation and/or Comment." This report is designed to pull all constituents with a user specified Constituent Affiliation or Constituent Affiliation Comment. Users have the option to filter out specified affiliations if desired.
This article walks users through how to run the Business Object report titled: "Constituents by Constituent Affiliation with AffiliationSystemID." This report is designed to pull all constituents’ and their AffiliationSystemIDs given a user specified Constituent Affiliation. Users have the option to restrict results based on Constituent Affiliation Category, Comment, Site Name, Site ID, VP Rollup, Campus Rollup, SCU Rollup, End Date, and or Start Date.
This article walks users through how to run the Business Object report titled: "Dual Alumni from 2 Schools." This report is designed to pull all active alumni with a degree from both of the given Schools/Colleges.
This article walks users through how to run the Business Object report titled: "Dual Degree Households." This report is designed to pull all married couples where both spouses hold a U-M Degree given a specified campus and/or school/college for the primary constituent and their spouse.
This article walks users through how to run the Business Object report titled: "Educational Involvement Summary and Constituent Details." This report is designed to pull a list of all constituents with Education Involvement Data (i.e. Student Activities) given user specified Involvement (i.e. type, name, position, award, site name, OR SCU rollup) and date range. Also displays counts of Education Involvement (Student Activities) data rows.
This article walks users through how to run the Business Object report titled: "Employees by Company". This report is designed to pull all employees and organization contacts of a selected company given the company’s constituent LookupID (LID) or company name pattern.
This article walks users through how to run the Business Object report titled: "Faculty & Staff by Site." This report is designed to pull a list of all living Faculty, Staff, and Development Officers given specified Site Information (i.e. School/College/Unit (SCU), Campus Rollup, Site Search Code, or Site Name). Users have the option to restrict results based on Employment Type.
This article walks users through how to run the Business Object report titled: "Faculty & Staff by Site and Site Giving." This report is designed to pull a list of all living Faculty, Staff, and Development Officers that are also donors given specified Site Information (i.e. School/College/Unit (SCU), Campus Rollup, Site Search Code, or Site Name). Users have the option to restrict results based on Employment Type, Giving Information (i.e. MPathways DeptID, Designation LookupID, Campus Rollup Na
This article walks users through how to run the Business Object report titled: " Individuals Associated with Orgs by Org LID." This report is designed to pull individual constituents associated with a Company given the Company’s Org LookupID (LID), displaying the individual’s LID and relationship to the company.
This article walks users through how to run the Business Object report titled: "Name Formats and Salutations by LookupID." This report is designed to pull individual constituents’ Name Formats and Salutations given a list of Constituent LookupIDs (LIDs).
This article walks users through how to run the Business Object report titled: "Primary Address List by LookupID." This report is designed to pull constituents’ Primary Address(es) given a list of Constituent LookupIDs (LIDs).