Excel MProfile- Parents by LookupID or Email

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 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 parents and stepparents based on a LookupID or email provided by the user.

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 Email

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?

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 Constituent LookupID

    • Please enter LookupIDs separated by semicolons

    • E.g., 8962367;12226198

  • Enter Email Address

    • Enter the student’s Umich email address in the format uniquename@umich.edu

    • E.g., makosoa@umich.edu

  • 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

  • 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

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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