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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).