Constituent Report - Constituent Lookup by Email Address

Where is it?

Link to Report: http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AVp3ek2H_clPoZfTW0wdcSI

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 constituents’ names, statuses, and contact information given a list of email addresses.

Keywords: Constituent, LookupID, Email, Communication

Why use this report?

Use this report if you need to find a constituent (or multiple) from an email address(es).

NOTE: The email address input does not need to be the primary email address. 

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_dt283i3r 

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 Value(s) for Email Address (Required)

    • Allows user to enter one or more email addresses

    • NOTE: To enter multiple email addresses, they must be separated by a semicolon (;) with no spaces in between. The email address input does not need to be the primary email address, but it needs to be the COMPLETE email address

    • NOTE: The complete email address must be provided

    • E.g., sample@umich.edu;sample2@gmail.com

Report Tabs

There is 1 report tab:

  • Email and Contact Information

    • Shows the returned constituent information, including the input email address(es), Constituent Name and LookupID (LID), Primary Mail Address and Primary Email Address 

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