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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: "Employment Information System Record IDs by LookupID" This report is designed to pull Employment Information System Record IDs, and other employment information, given a list of Constituent LookupIDs (LIDs). This report can also be used when a constituent has a pre-existing DART Employment Row that you need to add an end-date to (e.g. update to say they no longer work at the company) or when the constituent is sta...
- Knowledge Base
- Reporting Help
- MGO Essential Reports in BO
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
- Knowledge Base
- Reporting Help
- Constituent Reports in BO
This article walks users through how to run the Business Object report titled: "Constituents by LookupID or GUID." This report is designed to pull a list of Constituents given their GUID (System ID) or LookupID (LID).
- Knowledge Base
- Reporting Help
- Constituent Reports in BO
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.
- Knowledge Base
- Reporting Help
- Constituent Reports in BO
This article walks users through how to run the Business Object report titled: "Name Formats and Salutations by LookupID." This report is designed to pull individual constituents’ Name Formats and Salutations given a list of Constituent LookupIDs (LIDs).
- Knowledge Base
- Reporting Help
- Constituent Reports in BO
This article walks users through how to run the Business Object report titled: " Individuals Associated with Orgs by Org LID." This report is designed to pull individual constituents associated with a Company given the Company’s Org LookupID (LID), displaying the individual’s LID and relationship to the company.
- Knowledge Base
- Reporting Help
- Constituent Reports in BO
This article walks users through how to run the Business Object report titled: "Dual Degree Households." This report is designed to pull all married couples where both spouses hold a U-M Degree given a specified campus and/or school/college for the primary constituent and their spouse.
- Knowledge Base
- Reporting Help
- Constituent Reports in BO
This article walks users through how to run the Business Object report titled: "Dual Alumni from 2 Schools." This report is designed to pull all active alumni with a degree from both of the given Schools/Colleges.
- Knowledge Base
- Reporting Help
- Constituent Reports in BO
This article walks users through how to run the Business Object report titled: "Committee Roster." This report is designed to pull all Interactions, Opportunities, and Active Plans for all committee members given a list of Committee Names and a specified Start Date.
- Knowledge Base
- Reporting Help
- Constituent Reports in BO
This article walks users through how to run the Business Object report titled: "Birthday Report by SCU Alumni and Birth Month." This report is designed to pull all living alumni that have a known birthdate given school/college affiliation (SCU) and specified birth month. Users have the option to restrict results based on giving Fiscal Year (results will display U-M wide recognition as well as SCU specific recognition) and/or Communication Preference.
- Knowledge Base
- Reporting Help
- Constituent Reports in BO
This article walks users through how to run the Business Object report titled: "Birthday Report by LID." This report is designed to pull all living individuals that have a known birthdate given Constituent LookupIDs (LIDs). Users have the option to restrict results based on giving information by S/C/U Rollup, VP Area Rollup, Campus Rollup, Purpose Site Name, Designation LookupID, and/or by Communication Preference. Further user input controls available to specify Birth Month.
- Knowledge Base
- Reporting Help
- MProfile
Overview of Excel MProfile - UM-Wide Constituency and/or Address which pulls all active constituents with a user specified constituency type and/or address in a specified area.
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- Reporting Help
- MProfile
Overview of Excel MProfile- Individuals with Constituent Attribute which pulls active constituents that meet the user specified Constituent Attribute and, if specified, have an active address within the geographic region
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- 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 with Campaign-Bold Ideas Constituency Attribute which pulls all active constituents based on the "Campaign-Bold Ideas Constituency" Constituent Attribute.