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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: "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).

FAQ to explain how to pull a report of open opportunities by Gift Officers in Business Objects.