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- Knowledge Base
- Reporting Help
- Constituent Reports in BO
This article walks users through how to run the Business Object report titled: "Faculty & Staff by Site and Site Giving." This report is designed to pull a list of all living Faculty, Staff, and Development Officers that are also donors given specified Site Information (i.e. School/College/Unit (SCU), Campus Rollup, Site Search Code, or Site Name). Users have the option to restrict results based on Employment Type, Giving Information (i.e. MPathways DeptID, Designation LookupID, Campus Rollup Na
- Knowledge Base
- Reporting Help
- Constituent Reports in BO
This article walks users through how to run the Business Object report titled: "Constituents by Constituent Affiliation and/or Comment." This report is designed to pull all constituents with a user specified Constituent Affiliation or Constituent Affiliation Comment. Users have the option to filter out specified affiliations if desired.
- Knowledge Base
- Reporting Help
- Constituent Reports in BO
This article walks users through how to run the Business Object report titled: "Constituents by Constituent Affiliation with AffiliationSystemID." This report is designed to pull all constituents’ and their AffiliationSystemIDs given a user specified Constituent Affiliation. Users have the option to restrict results based on Constituent Affiliation Category, Comment, Site Name, Site ID, VP Rollup, Campus Rollup, SCU Rollup, End Date, and or Start Date.
- Knowledge Base
- DART Data Updates
- Integrity Checks
- Affiliation
This integrity check identifies active affiliations on deceased constituent records so that they can be given an end date and inactivated.
- Knowledge Base
- Reporting Help
- MProfile
Overview of Excel MProfile- Individuals with Constituent Affiliation which pulls all active constituents that meet the user specified Constituent Affiliation and, if specified, have an active address within the geographic region.
- Knowledge Base
- Reporting Help
- MProfile
Overview of Excel MProfile- Individuals by Interest Area and Geo which pulls all active constituents that meet the user specified Interest Areas and, if specified, have an active address within the geographic region.
- Knowledge Base
- Reporting Help
- MProfile
Overview of Excel MProfile - By Degree Affiliation Attribute which pulls all active alumni based on the Degree Affiliation and address information provided by the user.