MGO's Prospects with Steps and Interactions Last Week

Where is it?

Link to Report: http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AUocPnknwjFMhNAZqRXYg2M

BusinessObjects Folder Path: Public Folders/UM-Maintained/Development/DART Development Reports by Category/Prospect & Interaction Reports/Steps and Interactions/

​​​​​What does it do?

This report is designed to pull all steps and interactions added or updated within the past week for prospects associated with a specific MGO (as Prospect Manager, CRM, Active Plan Primary Manager, Active Plan Secondary Manager, or Active Plan Secondary Solicitor) given an MGO's LookupID (LID) or Full Name

Keywords: Essentials, Interactions, Prospect, MGO, Steps, LookupID

Why use this report?

Use this report if you need to:

  1. Review a Gift Officer’s steps and interactions modified in DART within the last seven days, regardless of Interaction End Date 

  2. Review a Gift Officer’s planned and pending steps added into DART within the last seven days

E.g. Find all planned and pending interactions and steps added within the last 7 days for MGO Jane Doe

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:

INSERT LINK HERE

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 MGO LookupID (Optional)

    • Allows users to enter one MGO LID to limit report to a particular MGO

    • NOTE: You must enter either an MGO’s LID or an MGO’s Full Name to run the report or you will get no results

    • E.g., 1234567
       

  • Enter MGO Full Name (Optional)

    • Allows users to enter an MGO’s Full Name to limit report to a particular MGO

    • NOTE: You must enter either an MGO’s LID or an MGO’s Full Name to run the report or you will get no results

    • E.g., FirstName LastName

Report Tabs

There are 2 report tabs:

  • Completed

    • All steps and interactions with a status of "completed" that have been modified in the last seven days for prospects associated with the selected MGO

    • Includes Constituent LID, Full Name, Interaction information (i.e. Changed Date, Date, Type, Objective, Comment Author, Comment Text), Prospect Manager, CRM Aggregate, Plan Primary Manager Aggregate, Plan Secondary Manager Aggregate, and Plan Solicitor Aggregate
       

  • Planned and Pending Interactions

    • All recently added planned and pending interactions and steps for a particular MGO’s associated prospects

    • Includes Constituent LID, Full Name, Interaction information (i.e. Expected Date, Status, Type, Objective, Comment Text), Prospect Manager, CRM Aggregate, Plan Primary Manager Aggregate, Plan Secondary Manager Aggregate, and Plan Solicitor Aggregate
       









 

Print Article