MGO's Upcoming Steps and Interactions

Where is it?

Link to Report: http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AeULesNCDaxPk9GSC3rz2DY

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 planned and pending steps and interactions with an interaction date between one month ago today and one month from today given the interaction owner, interaction author, or plan step additional fundraiser’s name or LID.

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

Why use this report?

Use this report if you need to:

  1. Review all planned or pending steps that were due in both the prior month and upcoming month.

E.g. Find all planned and pending interactions and steps for 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

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 or more MGO LIDs to limit report to a particular MGO(s)

    • 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 is 1 report tab:

  • Planned or Pending 

    • All planned and pending interactions and steps for a particular MGO due both within the past month and the next month

    • Includes Interaction information (i.e. Date, Status, Constituent LID & Full Name, Type, Category, Owner, Objective, Comment Author, Comment Text), Prospect Manager, and CRM Aggregate









 

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