Report of Open Opportunities by Gift Officer

Question

Can I pull a list of all Opportunities I'm on?

Answer

  • YES!   Using Business Objects, run the MGO Opportunities Report by Date Range.  The report can be found in the DART Reports by Category/Prospect & Interactions Reports folder.  The report has been designed to pull all opportunities where the MGO specified is either the Plan Primary Manger, Plan Secondary Manager, or Plan Secondary Solicitor.
  • Report Prompts can be used to specify:
    • MGO LookupID:  (can enter more than one LookupID)
    • Opportunity Status:   (Accepted, Rejected, Response Pending, Qualified, or Unqualified)
    • Starting Date:
    • End Date:
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