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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.
This article walks users through how to run the Business Object report titled: "Birthday Report by Manager, CRM, Plan Primary Manager LookupID." 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 S/C/U Rollup, VP Area Rollup, Campus Rollup, Purpose Site Name, Designation LookupID, and/or Communication Preference.
This article walks users through how to run the Business Object report titled: "Primary Address List by LookupID." This report is designed to pull constituents’ Primary Address(es) given a list of Constituent LookupIDs (LIDs).
Overview of PDF MProfile- By LookupID, which pulls all constituents, both active and deceased, based on an LookupID provided by the user, and provides PDF versions for download and distribution.
Overview of Excel MProfile- Parents by Student’s LookupID which pulls active parents and stepparents associated with student LookupIDs or UMIDs provided by the user.
Overview of Excel MProfile- Parents by LookupID or Email which pulls active parents and stepparents based on a LookupID or email provided by the user.
Overview of Excel MProfile- By LookupID, which pulls all constituents, both active and deceased, based on an LookupID provided by the user.