Where is it?
Link to Report: https://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=ATov3rIjAzFJkkv.HXHv_ro
BusinessObjects Folder Path: Public Folders/UM-Maintained/Development/DART Development Reports by Category/Constituent MProfile 10.0/
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 parents and stepparents by LID. Optional Prompts allow the User to narrow the giving information.
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 Parent LookupID LID
Why use this report?
Use it if you want to find parents and stepparents based on their LookupID or email, then view a holistic overview of their DART records.
How to use this report?
Helper Reports
Utilize the set of 4 helper reports listed below in order to easily find LookupIDs for parents depending on their status:
Parents by Geolocation:
Parents by Student Education Information:
Parents by Student LID UMID Uniqname:
Parents by T400/Tier II and Start/End Date:
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) —
- Enter Parent LookupID(s) (Required)
- Please enter LookupIDs separated by semicolons
- E.g., 8962367;12226198
- Enter Starting Fiscal Year
- Allows users to limit Recognition Totals Since a specified Fiscal Year.
- Enter Ending Fiscal Year
- Allows users to limit Recognition Totals to before a specified Fiscal Year.
- Select SCU Rollup
- Allows Users to select a School, College, or Unit Rollup Name
- E.g., College of Engineering
- Select VP Area Rollup
- Allows Users to select a VP Area (e.g., Exec. VP for Medical Affairs)
- E.g., Office of the President
- Select Campus Rollup
- Allows Users to select a Campus (e.g., University of Michigan-Dearborn
- E.g., Univ of Michigan-Dearborn
- Select MPathways DeptID
- Allows Users to select a MPathways DeptIDs
- E.g., 170111
- Select Site Name
- Allows Users to select a Site Name. NOTE: This field does NOT include any rollup
- E.g., Dean’s Office
- Select Designation LookupID
- Allows Users to select one or more Designation LookupID
- E.g., 364686 for Solar Car Team
- Select Unit Campaign Name
- Allows Users to select a Unit Campaign Name
- E.g., Clements Library - Look to Michigan
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.