Constituent Report - Birthday Report by PM, CRM, Plan Primary Manager or Prospect Tag Comment

Where is it?

Link to Report: http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AUTINvhChnxEucy_W1We9qE

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

​​​​​What does it do?

This report is designed to pull all living individuals that have a known birthdate given Gift Officer LookupIDs (LIDs). Users have the option to restrict results based on MGO Uniqname Pattern, Prospect Tag Site Name, S/C/U Rollup, VP Area Rollup, Campus Rollup, Purpose Site Name, MPathways DeptID, and/or Designation LookupID. Further user input controls available to specify Birth Month, Major Gift Region, and/or Primary Metro Area.

Keywords: Constituent, Birthday, Manager, CRM, Prospect, Staff, Plan, Uniqname, LookupID

Why use this report?

Use this report if you need to identify constituents associated with a specific Gift Officer for birthday greetings.

E.g. Find all donors to the School of Information associated with specific Gift Officers, with a prospect tag comment, whose birthdays are in June, and their Primary Metro Area is Detroit-Ann-Arbor. 

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

Please refer to this video tutorial for a visual walkthrough of running the report: https://www.mivideo.it.umich.edu/media/t/1_ut1rb6rv

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 Gift Officer LookupID(s) (Required)

  • Allows users to enter one or more Gift Officer LIDs

  • If entering multiple, LIDs must be separated by a semicolon (;) with NO spaces in between

  • E.g., 1234567;7654321

• Enter MGO Uniqname Pattern (Optional)

  • Allows user to also search for prospect tag comments by uniqname (username) pattern

  • E.g., %annamann%

• Enter Prospect Tag Site Name (Optional)

  • Allows user to also search for prospect tag comments within a particular site 

  • E.g., Planned Giving

Giving Information (Optional)

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

• Select S/C/U Rollup (Optional)

  • Allows user to select a specific School, College, or Unit (SCU) Rollup Name to display Lifetime Giving Information

  • E.g., School of Information
     

    • OR Select Campus Rollup (Optional)

      • Allows user to select a specific Campus Rollup Name to display Lifetime Giving Information

      • E.g., Univ of Michigan-Ann-Arbor, Univ of Michigan-Dearborn
         

    • OR Select VP Area Rollup (Optional)

      • Allows user to select a specific VP Rollup Name

      • E.g., Office of the President, VP for Development
         

    • OR MPathways DeptID (Optional)

      • Allows user to select a specific MPathways DeptID
         

    • OR Select Purpose Site Name (Optional)

      • Allows user to select a specific Purpose Site Name to display Lifetime Giving Information

      • E.g., Administrative, Center for Academic Innovation
         

    • OR Enter Designation LookupID (Optional)

      • Allows user to select one or more Designation LookupIDs (aka Shortcodes) to display Lifetime Giving Information

Report Tabs

There is 1 report tab:

• Birthday Report

  • Displays all donor information, including Birthdate, Age, Full Name, Address, Giving Information, and Contact Information. 

  • Users can select one or more Birth Months, Major Gift Regions, and/or Primary Metro Areas to be displayed from here