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Instructions for updating an existing Business Objects report while avoiding wiping out existing schedules that may be attached.

This article walks users through how to run the Business Object report titled: "MGO's Steps and Interactions within Date Range." This report is designed to pull all steps and interactions within the past week where the specific MGO is the interaction author or interaction owner, given a specified timeframe (i.e. Start/End Dates) and an MGO's LookupID (LID) or Full Name.

This article walks users through how to run the Business Object report titled: "MGO's Prospects with Steps and Interactions Last Week." This report is designed to pull all steps and interactions added or updated within the past week for prospects associated with a specific MGO (as Prospect Manager, CRM, Active Plan Primary Manager, Active Plan Secondary Manager, or Active Plan Secondary Solicitor) given an MGO's LookupID (LID) or Full Name

This article walks users through how to run the Business Object report titled: "Constituents by Solicit Codes." This report is designed to pull all living individuals that have a given Solicit Code(s). Users have the option to select one or more solicit code.

This article walks users through how to run the Business Object report titled: "MGO's Upcoming Steps and Interactions." This report is designed to pull all planned and pending steps and interactions with an interaction date between one month ago today and one month from today given the interaction owner, interaction author, or plan step additional fundraiser’s name or LID.

This article walks users through how to run the Business Object report titled: "DART Associated Giving by LID." This report is designed to pull all gifts for which a donor has received recognition credit given a donor's Constituent LookupID, start and end dates for giving (optional), and Rollup Information (optional).

This article walks users through how to run the Business Object report titled: "DART FY Production Report by SCU/VP/Campus/Site or Region." This report is designed to pull a summary of all transactions that have been entered in DART from their original point of entry given start and end dates for giving, Rollup Information, and Geographic Information. This report shows Production Credit totals.

This article walks users through how to run the Business Object report titled: "MGO All Planned and Pending Interactions and Steps." This report is designed to pull all planned and pending interactions and steps for prospects associated with a specific MGO (as interaction fundraiser/owner) given an MGO's full name and/or LookupID (LID)

This article walks users through how to run the Business Object report titled: "Gift Acknowledgement Report 3.2." This report is designed to pull all revenue transactions (for the purposes of Gift Acknowledgement) given a prompted timeframe (i.e. revenue Added/Adjusted start and end dates). Users also have the option to restrict results based on Giving/Donor Information, Custom Name Type, Communication Preference, and/or Alias Name.

This article walks users through how to run the Business Object report titled: "Portfolio Pipeline Report." This report is designed to pull all prospects and constituents associated with a Gift Officer (i.e., constituents they manage, referral tags, asks, planned/pending steps, etc.) given an MGO's LookupID (LID) or Uniqname. Users have the option to restrict results based on ---

-Constituent Type
-Designation LookupID
​​​​​​​-VP Area Rollup
-SCU Rollup
-​​​​​​​Site Campus Rollup

This article walks users through how to run the Business Object report titled: "Portfolio Review Summary." This report is designed to pull a summary of all prospects and constituents associated with a Major Gift Officer (as Manager, CRM, Plan Primary Manager, Plan Secondary Manager, or Plan Secondary Solicitor) given an MGO's LookupID (LID).

This article walks users through how to run the Business Object report titled: "Revenue Donors by Designation, DeptID, or SCU." This report is designed to pull all Revenue Donors of Gift Payments (aka Legal Donors of Gift Payments) given ---

-Giving Information (i.e. Designation, MPathways DeptID, SCU, Campus, or Site) 
-Prompted Timeframe (i.e. Revenue Date (Start/End), Revenue Fiscal Year (FY))

This article walks users through how to run the Business Object report titled: "SCU Revenue Transactions by Desig, Site, Site Rollup, Date v3.5." This report is designed to pull all transactions given ---

-Giving Information (i.e. Campus Rollup, VP Area Rollup, SCU Rollup, Site Name, Designation LookupID, or MPathways DeptID)
-Date Information (i.e. Revenue Start Date (including added/adjustment date), End Date (including added/adjustment date), and/or Fiscal Year)

This article walks users through how to run the Business Object report titled: "Tagged Prospects by MGO or Site Rollup." This report is designed to pull all constituents where the comments contain a specified Prospect Tag, Interaction Status, Starting Interaction Date, and Starting Ask Date. Users have the option to restrict results based on MGO Uniqname, Affiliation Constructed Site Rollup, Starting Fiscal Year, Site or Site Rollup Giving Information, Unit Campaign Name, and/or Comm. Preference

This article walks users through how to run the Business Object report titled: "Employees by Company". This report is designed to pull all employees and organization contacts of a selected company given the company’s constituent LookupID (LID) or company name pattern.