 Reporting Help

Instructions for adding links to Constituent LookupID column in BO reports

FAQ to explain the criteria required to be counted as part of "International Giving."

FAQ to explain the how to pull scholarship recipients in Business Objects.

This article walks users through how to run the Business Object report titled: "Constituents by Solicit Codes." This report is designed to pull all living individuals that have a given Solicit Code(s). Users have the option to select one or more solicit code.

Use this article to create a string of LookupIDs separated by semicolons. This technique can be used for creating strings of other values for other applications too (e.g. string of email addresses, system IDs, EmplIDs, etc).

This article discussed the DART Gift Acknowledgement Report. To provide a list of all gift transactions (Payments, Pledges, and Planned Gifts) added to DART during the specified time period.  Users can answer Prompt questions to be able to pull information for their specific SCU, VP Area, Campus, Site Name, Designation or Major Gift Region.  The report has been designed to for export to Excel and can be used as the data list for a mail merge.

This article discusses donor challenges, as well as the available reports to pull data for donor challenges.

FAQ to explain what report to use to find donors that live in a specific area/region.

It is important to include the report name, folder path, and link to the report as you submit a ticket request.

FAQ to explain how to pull a report of open opportunities by Gift Officers in Business Objects.

Instructions for creating new schedules in Business Objects