Search6 Results

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: "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.

Overview of Excel MProfile- By Prospect Manager, CRM or Active Plan Role which pulls all active constituents associated with a Development Officer based on a LookupID provided by the user.