Constituent Report - Primary Address List by LookupID

Where is it?

Link to Report: http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=ATEqbTrxEVFGkMPdw0L.Mfo

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’ Primary Address(es) given a list of Constituent LookupIDs (LIDs). 

Keywords: Constituent, LookupID, Geo, Communication, House, Email, Phone

Why use this report?

Use this report if you need to gather constituent addresses for mailings (i.e. communications, solicitations, and/or event invitations)


REMEMBER:  If you use this list to directly send something to constituents, you are responsible for ensuring that interaction is added to DART.  You can do so either manually or by batch load through DMT.

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_soyba58m

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 Constituent LookupID(s) (Required)

    • Allows users to enter one or more Constituent LIDs 

    • NOTE: To enter multiple LIDs, they must be separated by a semicolon (;) with no spaces in between. If there are more than 10,000 LIDs in your population, break them up and run if groups of 10,000 or less

    • E.g., 1234567;7654321

Report Tabs

There is 1 report tab:

  • Report Tab

    • Displays constituent and address information

    • Includes Full Names, Formal Names/Salutations, Informal Names/Salutations, Phone Number, Email, and Communication Preferences

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