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This article walks users through how to run the Business Object report titled: "Faculty & Staff by Site and Site Giving." This report is designed to pull a list of all living Faculty, Staff, and Development Officers that are also donors given specified Site Information (i.e. School/College/Unit (SCU), Campus Rollup, Site Search Code, or Site Name). Users have the option to restrict results based on Employment Type, Giving Information (i.e. MPathways DeptID, Designation LookupID, Campus Rollup Na
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.
This article walks users through how to run the Business Object report titled: "Faculty & Staff by Site." This report is designed to pull a list of all living Faculty, Staff, and Development Officers given specified Site Information (i.e. School/College/Unit (SCU), Campus Rollup, Site Search Code, or Site Name). Users have the option to restrict results based on Employment Type.