Search21 Results

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: "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: "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: "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: "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: "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.

This article walks users through how to run the Business Object report titled: "Constituent LookupID from UMID or UM Uniqname." This report is designed to pull Constituent LookupIDs (LIDs) given a list of UMIDs, Uniqnames, or a mixture of both UMIDs and Uniqnames.

This article walks users through how to run the Business Object report titled: "Constituent Lookup by Email Address." This report is designed to pull constituents’ names, statuses, and contact information given a list of email addresses.

This article walks users through how to run the Business Object report titled: "Birthday Report by PM, CRM, Plan Primary Manager or Prospect Tag Comment." This report is designed to pull all living individuals that have a known birthdate given Gift Officer LookupIDs (LIDs). Users have the option to restrict results based on MGO Uniqname Pattern, Prospect Tag Site Name, S/C/U Rollup, VP Area Rollup, Campus Rollup, Purpose Site Name, MPathways DeptID, and/or Designation LookupID.