FAQ to explain how to pull a report of open opportunities by Gift Officers in Business Objects.

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: