Named Space Recognition Opportunities by Constituent LID

This report pulls all named space recognition opportunities by Constituent LookupID. Use this report to view the named spaces associated with an individual prospect.

Where is it?

Link to Report: http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AfMKTDmshVtOl8ZG2jHWiek

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

​​​​​What does it do?

This Report

This report pulls all named space recognition opportunities by Constituent LookupID. Use this report to view the named spaces associated with an individual prospect.

Keywords

Recognition Constituent LID

Why use this report?

Use this report if you need to identify and review all named space recognition opportunities linked to a specific individual prospect.

E.g. View all named spaces associated with a prospect using their Constituent LookupID.

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) —

Constituent Information (Required)

Answer the following prompt to view Named Space Recognition Opportunities for a specific prospect.

• Enter Constituent LookupIDs

  • Enter the Lookup ID(s) of the prospect whose Named Space Recognition Opportunities you want to review.

  • E.g., Enter the LID for a donor to display all associated recognition opportunities.

Report Tabs

There is 1 report tab:

• Named Space Opportunities

  • Displays detailed information on prospects connected to naming opportunities, including their linked plans, engagement status, and prospect manager.

  • Includes full naming opportunity attributes such as type, description, minimum gift amount, quantity available and remaining, and any special handling or comments.

  • Also shows related facility information—including facility name, area, unit, construction status, and site details—to support evaluation of available naming spaces and associated prospects.