MGO's Steps and Interactions within Date Range

Where is it?

Link to Report: http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=Aei9QJM_8m9BsJySJwB3VBM

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 within the past week where the specific MGO is the interaction author or interaction owner, given a specified timeframe (i.e. Start/End Dates) and 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 completed steps or interactions for a specific date range

  2. Review a Gift Officer’s added planned and pending steps or interactions for a specific date range

E.g. Find all planned and pending interactions and steps for MGO Jane Doe from 1/1/2025 - 1/31/2025

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 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
       

  • Enter Starting Date (Required)

    • Allows users to select a starting date for interactions, using the expected date for planned and pending interactions, and the actual date for completed ones.

    • NOTE: Business Objects does not prevent you from entering an invalid date (ex. 1/1/0221), so double check the dates you enter. Alternatively, you may use the calendar icon to the right of the input field to select a date rather than typing one in manually

    • E.g., 1/1/2021 or 01/01/2021
       

  • Enter Ending Date (Required)

    • Allows users to select a starting date for interactions, using the expected date for planned and pending interactions, and the actual date for completed ones.

    • NOTE: Business Objects does not prevent you from entering an invalid date (ex. 1/1/0221), so double check the dates you enter. Alternatively, you may use the calendar icon to the right of the input field to select a date rather than typing one in manually

    • E.g., 1/1/2021 or 01/01/2021

Report Tabs

There are 2 report tabs:

  • Completed

    • All steps and interactions for a particular MGO with an interaction change date within the user specified timeframe

    • 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 planned and pending interactions and steps for a particular MGO added within the user specified timeframe

    • 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









 

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