Search18 Results

Instructions for adding links to Constituent LookupID column in BO reports

This report pulls all donors coded with a stewardship letter code from the fundraising purpose record’s Stewardship tab. These codes drive endowment and expendable reporting to qualified donors. The report can be used to identify donors who will receive a stewardship endowment letter, review inactive or deceased recipients to update codes, and estimate the number of letters for cost and time planning.

This report pulls all named space recognition opportunities by Constituent LookupID. Use this report to view the named spaces associated with an individual prospect.

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...

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: "Constituents by LookupID or GUID." This report is designed to pull a list of Constituents given their GUID (System ID) or LookupID (LID).

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.

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).

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.

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.

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.

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.

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.

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.

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.