Interactions Report

Where is it?

Link to Report: http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AVvIt7zKLttPgCkT0N_91IQ

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

​​​​​What does it do?

This report is designed to pull constituent interactions with the fields needed for batch updates, as well as the ability to filter based on the following required criteria: Interaction Category, Interaction Date Range, Interaction Contact Method.

Keywords: Interactions

Why use this report?

This report can be used to:
   - Pull all interactions for one or more particular constituent.
   - Pull interactions that contain certain text patterns or keywords within the summary or comment.
   - Pull interactions of a certain category/contact method/date range/etc.

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.

Uploaded Image (Thumbnail)

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 Constituent LookupIDs: (Optional)

    • Allows users to enter one or more One or more DART constituent Lookup ID(s). If entering multiple, LID's must be separated by a semicolon (;) with NO spaces in between

  • Select the Interaction Category (Required)

    • ​​​​​​​If you want to pull all interactions regardless of the category, you should select all of the categories.

  • ​​​​​​​​​​​​​​Select the Interaction Subcategory​​​​​​​ (Optional)

  • Select the Contact Method

    • ​​​​​​​​​​​​​​If you want to pull all interactions regardless of the contact method, please select all of them.

  • Enter Interaction Date (Start)

    • ​​​​​​​Lower end of the date range of interactions to pull into the report.

  • Enter Interaction Date (End)

    • ​​​​​​​Upper end of the date range of interactions to pull into the report.​​​​​​​

  • Sites (group of prompts)

    • ​​​​​​​These prompts allow you to pull interactions based on their SCU, site rollup, VP rollup, or Campus Rollup.

 

Report Tabs

There is 1 report tab called "Interactions", where the results of your pull should generate. The report data should be easily transferred to the Data Management Team's interactions batch template using the matching header/columns names should you need to make an interactions batch update in DART.

 

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