Reporting Help

All articles relating to pulling and creating reports.

Categories (11)

Tableau Tips & Tricks

How-to guides on Tableau dashboards and functions

MProfiles

How-to guides on different MProfile Reports

Giving Definitions

Foundational definitions to understand giving and details on reporting counting methodologies

MGO Essential Reports

How-to guides on different MGO Essential reports in Business Objects

Constituent Reports

How-to guides on different Constituent Reports in Business Objects

Revenue Reports

How-to guides on different Revenue Reports in Business Objects

Stewardship Reports

How-to guides on different Stewardship Reports in Business Objects

Campaign Reports

How-to guides on different Campaign Reports in Business Objects.

Articles (6)

DART Campaign Recognition Views

Overview of the logic for the DART Campaign Recognition Summary and Details views in DART

Recommended BO Report Information to Include in Your Ticket Request

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

Regent's Hierarchical Constituency (RHC)

A summary of how the Regent's Hierarchical Constituency (RHC) value is calculated.

Fiscal and Calendar Year End (FYE/CYE) Reporting

A rundown of the fiscal year end (FYE) and calendar year end (CYE) process and reports to run.

Campaign Tagging: International Giving

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

Report of Open Opportunities by Gift Officer

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