Active Stewardship Plans by Plan Name Pattern or Site Rollup

This report is designed to pull active stewardship plans by Plan Name Pattern or Site Rollup. Users can use a search pattern (e.g., %ULIB%) to find plan names that include that particular pattern

Tags: Stewardship Plans  BusinessObjects

Where is it?

Link to Report: http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AeM.J68D2yZArOeRKUBL55w

BusinessObjects Folder Path: Public Folders/UM-Maintained/Development/DART Development Reports by Category/Stewardship Reports/

​​​​​What does it do?

This Report

This report is designed to pull active stewardship plans by Plan Name Pattern or Site Rollup. Users can use a search pattern (e.g., %ULIB%) to find plan names that include that particular pattern

Keywords

Constituent Alumni Affiliation SCU Contact

Why use this report?

Use this report if you need to review active stewardship plans on constituent records.

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. Users can either search by a specific pattern within the plan name (e.g. %ULIB% or by the plan’s specific site name (e.g. ROSS).

 

 

Report Tabs

There is 1 report tab:

• Report Tab 1

  • Shows the constituent information and the plan name, including plan type, rollup, and narrative.