Excel MProfile- Parents by Student’s LookupID

Where is it?

Link to Report: https://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AbYO3QKvfMFBgaBM1dNrn0w

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 of the Student whose LookupID or UMID is provided. The Student's LookupID, Name, Status, School/College, and Class Year are included in the resutls.

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 Student LookupID LID

Why use this report?

Use it if you want to find the parents and stepparents of student, and then a 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 Student's Constituent LookupID

    • Allows user to enter a series of LookupIDs separated by a semicolon

    • E.g., 8242779;500041

  • Enter Student's UMID

    • Allows user to enter a series of UMIDs separated by a semicolon

  • 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

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 Victors for Michigan 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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