Excel MProfile- By Prospect Manager, CRM or Active Plan Role

Where is it?

Link to Report: https://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AdVH_AaBqRRItVNBwPcVnzY

BusinessObjects Folder Path: Public Folders/UM-Maintained/Development/DART Development Reports by Category/Constituent MProfile 9.0/

What does it do?

MProfiles

MProfiles show the Lifetime Recognition Total and campaign totals for constituents meeting the user-supplied criteria.

This Report

This report is designed to allow users to pull a list of active constituents a Development Officer is assigned to as either the Manager, Constituent Relationship Manager (CRM) or is part of Active Prospect Plan.

Format

This version of the report is specifically designed to be used with the BusinessObjects Scheduler to run and save as an Excel file. More info below.

Keywords

MProfile Prospect Manager CRM Active Plan Role

Why use this report?

Use it if you want to find constituents managed by a specific development officer or constituent relationship manager (CRM), and then view a holistic overview of their DART records.

You can also use this report to see constituents under a certain Active Prospect Plan.

How to use this report?

Scheduling

Please refer to this article for more information on scheduling reports: https//teamdynamix.umich.edu/TDClient/83/Portal/KB/ArticleDet?ID=7265

Running the Report Directly

Click the highlighted icon to bring up the user prompts.

If the report is taking too long to run, schedule the report (see above).

Prompts

You then need to set the prompts. (Prompts act as questions that help you to customize the information in a report to suit your own needs!)

Below are the available prompts (with explanation) —

Constituency Type

  • Select Constituency Type or Types

    • Allows Users to select which types of constituents to include. Default is all individuals.

Gift Officer’s Information

Answer one or more of the following prompts

  • Enter LookupID for Manager

    • Enter the Major Gift Officer’s (MGO) LookupID  to include all constituents they are listed as Prospect Manager.

    • Please enter LookupIDs separated by semicolons (e.g., 8962367;12226198)

  • Enter LookupID for CRM

    • Enter MGO's LookupID to include all constituents they are listed as Constituent Relationship Manager (CRM).

  • Enter LookupID for Active Plan Role

    • Enter MGO's LookupID to include all constituents with an active plan where the MGO is on the plan as either:

      • Primary Manager

      • Secondary Manager

      • or Secondary Solicitor.

Enter Starting Fiscal Year

  • Use this to limit Recognition Totals since a specified Fiscal Year

  • E.g., inputting “2015” will only display Recognition Totals from 2015 until today

  • NOTE: Starting Fiscal Year does NOT affect Victors For Michigan Totals

Site or Site Rollup Giving

Answer one of the following prompts to be displayed. Note that you may select multiple fields for each individual prompt, but you should not use multiple prompts. Giving will be totaled based on all prompts answered. If none selected, U-M total (all 3 campuses combined) will be shown.

  • Select SCU Rollup
    • SCU = School, College, or Unit; all of the parts of the Development community that OUD provides support to; most divisions of UM have their own Development shop

    • E.g., Law School, School of Information, College of Engineering

  • Select VP Area Rollup

  • Select Campus Rollup

    • Allows user to select a Campus

    • E.g. University of Michigan-Dearborn

  • Select MPathways DeptID

    • Allows user to select a MPathways DeptIDs

    • MPathways ID: a unique 6-digit number associated to every site/department; alternative names: Org. ID, MPathways ID, and Site ID

    • E.g. 320000, 170001

    • NOTE: If the person is really tenured and they provide you a four-digit Site ID, just add two zeros to the end (in DAC land they used to be four digits)

  • Select Site Name

    • In most cases, a site is a department.

    • E.g., Academic Outreach, Arts Initiative

    • Committee Constructed Site Rollup will display whatever is next up in the following hierarchy

      • Campus → VP Area → SCU → Site

    • NOTE: This field does NOT include any Rollup

  • Select Designation LookupID

    • Allows user to select one or more Designation LookupID

    • E.g., 364686 for Solar Car Team

Unit Campaign Giving

Answer to include campaign totals to a specific unit campaign.

  • Select Unit Campaign Name

    • E.g., Law School - Victors for Michigan

Specific Communication Codes

NOTE: Codes are displayed on Excel Output tab, Individuals with codes are not excluded!

  • Select SCU Specific Communication Preference Codes

    • You may select one or more Communication Preference(s) specific to their SCU to include in the report

    • E.g., No Contact - Alumni Association

Report Tabs

There are 4 different report tabs:

  • Condensed Excel Output

    • Streamlined version with less details and only totals for Lifetime, Campaign, Section1, and Section1 Campaign are shown.

  • Expanded Excel Output

    • Facilitates export to Excel.

    • A constituent's information is contained on a single row. 

    • Contains Giving and Rating information

    • Does NOT contain children/step children, nor top areas of interest.

  • Excel UM by FY

    • Facilitates export to Excel.

    • Shows University wide recognition totals for Commitments and Expectancies Due

    • Also shows Gift Payments Received by Fiscal Year for the current and 9 prior fiscal years.

  • Excel Sec1 by FY

    • Facilitates export to Excel.

    • Shows for Section Selected recognition totals for Commitments and Expectancies Due

    • Also shows Gift Payments Received by Fiscal Year for the current and 9 prior fiscal years.

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