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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 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).

This article walks users through how to run the Business Object report titled: "Tagged Prospects by MGO or Site Rollup." This report is designed to pull all constituents where the comments contain a specified Prospect Tag, Interaction Status, Starting Interaction Date, and Starting Ask Date. Users have the option to restrict results based on MGO Uniqname, Affiliation Constructed Site Rollup, Starting Fiscal Year, Site or Site Rollup Giving Information, Unit Campaign Name, and/or Comm. Preference

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.