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This report is designed to pull results and performance metrics by marketing effort through mail communication.
This report is designed to pull results and performance metrics by marketing effort for University Wide efforts.
This report is designed to pull results and performance metrics by marketing effort for given telefund efforts.
This report is designed to pull results and performance metrics by marketing effort through email communication.
This report gives a count of Alumni by unit and exclusions for communication mailings including their Communication Preferences, Pending Asks, and Memorial Donors. Counts also include Donor Status broken down by contactable, and not contactable.
This article walks users through how to run the Business Object report titled: "Constituents by Solicit Codes." This report is designed to pull all living individuals that have a given Solicit Code(s). Users have the option to select one or more solicit code.
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: "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.
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: "Primary Address List by LookupID." This report is designed to pull constituents’ Primary Address(es) given a list of Constituent LookupIDs (LIDs).