Constituent Report - Individuals Associated with Orgs by Org LID

Where is it?

Link to Report: http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AbD0xcqy8t5GggH6nPWohUU

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 individual constituents associated with a Company given the Company’s Org LookupID (LID), displaying the individual’s LID and relationship to the company. 

Keywords: Constituent, Business, LookupID 

Why use this report?

Use this report if you need to find individual constituents associated with particular organizations/companies

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 Organization LookupID(s) (Required)

    • Allows user to enter one or more Organization LIDs for inclusion

 

Report Tabs

There is 1 report tab:

  • Report 1

    • Displays organizations, associated individuals, and relationship info between both

    • Includes individuals’ Regent’s Hierarchical Constituency and Activity Status

 

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