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This integrity check identifies uniqnames that are on multiple constituent records so that they can be reviewed for correctness.

This integrity check identifies constituents with multiple distinct uniqnames so that any incorrect uniqnames can be removed from the constituent's record.

This integrity check identifies constituents with uniqnames that are not between 3 and 8 characters or which contain non-alphabetical characters so that they can be corrected or removed from the record.

This integrity check identifies duplicate uniqnames on a constituent's record so that the duplicate record can be deleted.

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: "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: "Constituent LookupID from UMID or UM Uniqname." This report is designed to pull Constituent LookupIDs (LIDs) given a list of UMIDs, Uniqnames, or a mixture of both UMIDs and Uniqnames.

Overview of Excel MProfile- By UMID/Uniqname, which pulls all constituents, both active and deceased, based on UMIDs or Uniqnames provided by the user.