Excel MProfile- Individuals by Primary Capacity Rating

Where is it?

Link to Report: https://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AZjk1BK3BPVFuNEtpWGGxPs

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 pull a list of all active individual constituents based on their capacity rating. Optional Prompts allow the User to restrict the result to those with an active address in a specified geographic region.

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 Individuals Primary Capacity Rating Geo Region

Why use this report?

Use it if you want to find constituents based on their capacity rating, and then view a holistic overview of their DART records.

For example, you can use this report to find people living in Florida who are able to donate $500k yearly to charities.

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) —

  • Select Capacity Rating (Required)
    • There are 13 intervals of primary capacity ratings listed here

Address Information

Answer one or more of the following prompts to restrict display based on active addresses.  To pull for a specific City or County be sure to also fill in the State Code prompt.

  • Enter 'Yes' to search by Primary Address Only

    • Enter 'Yes' to restrict your search to primary addresses only that match the geographic regions specified

    • To search all active addresses (i.e., Home, Business, Seasonal, Other, etc.), leave prompt blank

  • Select Primary Metro Area

    • Allows user to enter or select a primary metro area

      • Primary Metro Area is defined as a Major city and all cities within a reasonable (~45 Minute) commute

    • E.g. Detroit, Chicago, etc. 

  • Select Greater Metro Area

    • Allows user to enter or select a greater metro area.  The Greater Metro Area is defined as Major city and all adjacent suburbs.

    • E.g. Greater Houston, TX includes Houston, Woodlands, Katy

  • Select Major Gift Region

    • Allows user to enter or select a specific Major Gift Region

    • E.g., Southern States

  • Enter City

    • Allows user to enter the name of a specific City or a series of City Names

    • NOTE: Capitalization and Punctuation must match DART exactly

  • Select County

    • Allows user to select one or more counties

  • Enter State Code

    • Allows user to enter two-letter State Code

    • E.g., MI, TX, CA, etc.

  • Select Zip Code

    • Allows user to enter one or more Zip Codes

  • Select Country

    • Allows user to enter or select a specific country

For Unit Giving Information

Answer one or more of the following prompts to be displayed. Giving will be totaled based on all prompts answered. Leave blank if site giving is not required.

  • Enter Starting Fiscal Year

    • Allows user to limit Recognition Totals Since a specified Fiscal Year

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

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

  • Enter Ending Fiscal Year

    • Allows user to limit Recognition Totals to before a specified Fiscal Year

    • E.g., inputting 2022 will only display Recognition Totals before 2022

  • 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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