PDF MProfile- By LookupID

Overview of PDF MProfile- By LookupID, which pulls all constituents, both active and deceased, based on an LookupID provided by the user, and provides PDF versions for download and distribution.

Where is it?

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

BusinessObjects Folder Path: Public Folders/UM-Maintained/Development/DART Development Reports by Category/Constituent MProfile 9.0/

What does it do?

MProfiles

MProfiles show the Lifetime Recognition Total and campaign totals for constituents meeting the user-supplied criteria.

This Report

This report is designed to pull a list of all constituents by LID. Optional Prompts allow the User to restrict the result to SCU Rollup, VP Area, Campus, Department, Site, or Designation.

This report WILL return information for all Constituent LookupIDs entered, including deceased or inactive. You may use the filter to exclude inactive constituents.

Format

This version of the report is specifically designed to be used with the BusinessObjects Scheduler to run and save as a PDF file for easy distribution. More info below.

Additional reports for Excel download are also included.

Keywords

MProfile Constituent LookupID LID

Why use this report?

Use it if you want to find constituents based on their LookupID, view a holistic overview of their DART records, and download their information in PDF or Excel formats.

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 value(s) for Constituent LookupID (required)

   

  This is the only required prompt in this report

  Please enter LookupIDs separated by semicolons (e.g., 8962367;1222619

• Enter Starting Fiscal Year

  Use this to limit Recognition Totals since a specified Fiscal Year

  NOTE: Starting Fiscal Year does NOT affect Victors For Michigan Total

Site or Site Rollup Giving

Answer one of the following prompts to be displayed. Note that you may select multiple fields for each individual prompt, but you should not use multiple prompts. Giving will be totaled based on all prompts answered. If none selected, U-M total (all 3 campuses combined) will be shown.

• Select SCU Rollup

  SCU = School, College, or Unit; all of the parts of the Development community that OUD provides support to; most divisions of UM have their own Development shop

  E.g., Law Schoo

   

• Select VP Area Rollup

  This selects all sites that will roll up to the Vice Provost Areas 

  E.g., Exec. VP for Medical Affair

• Select Campus Rollup

  All sites roll up to the campus level

  E.g., University of Michigan-Dearborn

• Select MPathways DeptID

  E.g., 320000; 170001

• Select Site Name

  NOTE: This field does NOT include any rollup

• Select Designation LookupID

  You may select one or more Designation LookupID

  E.g., 364686 for Solar Car Team

Unit Campaign Giving

Answer to include campaign totals to a specific unit campaign.

• Select Unit Campaign Name

  E.g., Law School - Victors for Michigan

Specific Communication Codes

NOTE: Codes are displayed on Excel Output tab, Individuals with codes are not excluded!

• Select SCU Specific Communication Preference Codes

  You may select one or more Communication Preference(s) specific to their SCU to include in the report

  E.g., No Contact - Alumni Association

Report Highlighting

• Highlight Rec Total of # or Higher

  • Enter a recognition amount where anything at that level or greater will be highlighted in University Wide recognition columns

Report Tabs

There are 7 different report tabs:

• PDF - Private

  For use by UM Development Personnel Only.  Contains confidential information such as:  Lifetime Recognition, Victors for Michigan Totals, Top 3 Giving Areas (with Totals), Presidential Society Memberships, and Capacity Ratings.

• PDF - Prospect

  For use by UM Development Personnel Only. Contains same confidential information as on Private report PLUS sections for biography, Board and Trust Relationships, and Family Relationships.

• PDF - Public

  Can be shared with Volunteers and Non-Development UM Staff and Faculty.  Shows Top 3 Areas of interest but does not include any giving information.

• Condensed Excel Output

  Streamlined version with less details and only totals for Lifetime, Campaign, Section1, and Section1 Campaign are shown.

• Expanded Excel Output

  Facilitates export to Excel.  

  Information is arranged so that a constituent's information is contained on a single row.  Contains Giving and Rating information but does not contain children/step children, or top areas of interest.

• Excel UM by FY

  Facilitates export to Excel.

  Shows University wide recognition totals for Commitments and Expectancies Due, plus Gift Payments Received by Fiscal Year for the current and 9 prior fiscal years.

• Excel Sec1 by FY

  Facilitates export to Excel. 

  Shows Section Selected recognition totals for Commitments and Expectancies Due, plus Gift Payments Received by Fiscal Year for the current and 9 prior fiscal years.