Stewardship Officer's Steps and Interactions

This report pulls recently completed, planned, and pending steps or interactions with prospects linked to a Development Officer or UM-Staff LookupID.

Where is it?

Link to Report: http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AQ_nxmC85GZFs9VD3p1W.zU

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

​​​​​What does it do?

This Report

This report pulls recently completed, planned, and pending steps or interactions with prospects linked to a Development Officer or UM-Staff LookupID.

Keywords

Interactions Steps

Why use this report?

Use this report if you need to review recent, planned, or pending prospect interactions linked to a specific Development Officer or UM-Staff member.

E.g. Track all upcoming and completed prospect stewardship activities for a particular Development Officer.

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) —

Prospect Interaction Filters

Answer one of the following prompts to limit the report to a specific Development Officer or organizational area.

• Enter Gift Officer LookupID

  • Allows the user to enter one or more LookupIDs for Major Gift Officers.

  • E.g., 123456; 789101
     

• Select Development Team Site Name

  • Allows the user to select a specific site name to include all MGOs at that site.

  • E.g., Ann Arbor Development Office
     

• Select SCU Rollup

  • Allows the user to select a specific School, College, or Unit.

  • E.g., Law School
     

• Select VP Rollup

  • Allows the user to select a specific VP Area.

  • E.g., EVPMA
     

• Select Campus Rollup

  • Allows the user to select a specific campus.

  • E.g., UM-Dearborn
     

• Enter Added/Change Date (Start)

  • Sets the beginning date for interactions; defaults to one week before the report is run.
     

• Enter Added/Change Date (End)

  • Sets the ending date for interactions; defaults to the report run date.

Report Tabs

There are 4 report tabs:

• Summary

  • Shows a high-level table of prospect interactions, including counts of completed, planned/pending, and total interactions by category and subcategory.

  • Contains completed and planned/pending interaction totals for quick performance tracking.

• Individual Summary

  • Shows a detailed table of interactions for each prospect, including completed, planned/pending, and total interactions by category and subcategory.

  • Contains interaction counts for individual-level tracking and analysis.

• Completed Interactions

  • Shows a detailed table of all completed interactions with prospects, including LookupID, prospect name, interaction dates, type, objective, comments, category/subcategory, owner, participants, and solicitors.

• Planned or Pending Interactions

  • Shows a detailed table of all planned or pending interactions with prospects, including LookupID, prospect name, interaction dates, status, type, objective, comments, category/subcategory, owner, participants, and solicitors.