My Millennium and Favorites On-Demand Reports
My Millennium On Demand Report Descriptions
(This topic describes the details of each On Demand report. A complete description of the function and behavior of the On Demand component of My Millennium is discussed in the My Millennium topic.)
The following are the standard reports that are available in the On Demand Reports section of the My Millennium Reports page. A description is given for each report.
Note: For My Millennium On Demand Reports, a constituent is considered to be a Prospect Manager if he or she has a relationship, where the Is A relationship type has been assigned to a Prospect Management (PM) Role of 'Prospect Manager' and the Whose relationship type has been assigned to a PM Role of 'Prospect'. A constituent is considered to be a 'Prospect' if he or she has a relationship, where the Is A relationship type has been assigned to a PM role of 'Prospect' and the Whose relationship type has been assigned to a PM Role of 'Prospect Manager'. See Prospect Management Relationships and Roles for more information.
Corporate Employee Listing
This report provides a listing of all corporate constituents having constituent employees. The report shows the corporation's ID, name, parent corporation name, gift matching ratio(s), and the number of constituent employees. The employee names are displayed as hyperlinks, which can then be used to view a particular employee's Basic Data.
The launch of this report requires no user input, so when you click on the report name in the On Demand report list, you will be given a page with only a brief description of the report and the Submit button.
When the report is submitted and its run is complete, it will automatically display the first page of results in a new instance of a browser.
For this report, the following information is shown in a single line for each employer: ID number, name of the employer, the number of constituent employees, the name of that corporation's parent corporation (if any), and the Matching Ratio for the original corporation. A second or third line may appear if the company has more than one matching ratio.
Below the original line of information, and indented below it will be the ID Number and name of each employee.
If you click on the hyperlink of the name of an employee, you will be shown the Defined Display for that employee.
Corporate Subsidiary Listing
This report provides a listing of all corporate constituents having constituent subsidiary companies. This affiliation will have been defined in the Basic Data row of the subsidiary constituent, by entering the Name or ID Number of the parent corporation. The report shows the corporation's ID, name, parent corporation name, gift matching ratio(s), and the number of constituent employees. Below that information, any subsidiary names are shown as hyperlinks to that constituent's Basic Data.
The launch of this report requires no user input, so when you click on the report name in the On Demand Reports list, you will be given a page with only a brief description of the report and the Submit button.
When the report is submitted and its run is complete, it will automatically display the results.
For this report, the following information is shown in a single line for each parent corporation: ID number, name of the parent corporation, the number of constituent employees, the name of that corporation's parent corporation (if any), and the Matching Ratio for the original corporation. A second or third line may appear if the company has more than one matching ratio.
Indented below the information describes above, the report will show the ID Number and name of each subsidiary as hyperlink text.
If you click on the hyperlink of the name of the subsidiary, you will be shown the Defined Display for that subsidiary.
Cultivation Report
| Level | Display | Hyperlink Destination |
|---|---|---|
| 1 | Shows a listing of the names of constituents who are Prospect Managers (they have a Relationship data row that identifies them as such), and gives a count of the number of Prospects for each Manager. | Profiles World display of the Manager's relation rows |
| 2 | Shows the name of the chosen Prospect Manager from the previous level, with a listing of the Campaigns represented in the Ratings rows belonging to any of that Manager's Prospects. A count of the total number of Prospects is shown in the display row for the Manager's name, and a count of the number of Prospects for each Campaign is shown in the display rows that follow. | |
| 3 | Shows the name of the chosen Prospect Manager from the first level, followed by the chosen Campaign from the previous level, with a display of each different Cultivation status represented in the Ratings rows for that Campaign. A count of the total number of Prospects for each Cultivation is shown. | |
| 4 | Shows the name of the chosen Prospect Manager from the first level, followed by the chosen Campaign from the second level, followed chosen Rating Status from the previous level. Below that is a list of the names of the Prospects with that Rating Status. | Profiles World display of the Prospect's Tracking row or to the Prospect's Defined Display if the Tracking table is removed from the Millennium display. |
Funded Proposals by Division
| Level | Display | Hyperlink Destination |
|---|---|---|
| 1 | Shows a listing of the names of the Divisions from funded Proposals, a count of the number of Proposals for each Division and a sum of the values for each Division. | |
| 2 | Shows the chosen Division from the first level with the count and sum of Proposals, followed by a list of the names of the constituents who own the Proposals, with a count and sum of the values for each constituent. | |
| 3 | Shows the chosen Division from the first level, the chosen constituent from the second level, and the Purpose and Value for each funded Proposal belonging to that constituent (for the chosen Division). | |
| 4 | Shows the chosen Division from the first level, the chosen Purpose from the third level, followed by the details of the Proposal(s). These details include the constituent name, the Division, Campaign, Campaign Year, Goal, Rated Date, Rated Amount, Ask Date, and Asked Amount. This information is shown in a shaded box in the display. Included in that box is a hyperlink to the data display. | The constituent's name hyperlinks to his or her Defined Display. View Proposal hyperlinks to the Proposal data row. |
Funded Proposals by Campaign
| Level | Display | Hyperlink Destination |
|---|---|---|
| 1 | Shows a listing of the names of the Campaigns from funded Proposals, a count of the number of Proposals for each Campaign and a sum of the values for each Campaign. | |
| 2 | Shows the chosen Campaign from the first level with the count and sum of Proposals, followed by a list of the names of the constituents who own the Proposals, with a count and sum of the values for each constituent. | |
| 3 | Shows the chosen Campaign from the first level, the chosen constituent from the second level, and the Purpose and Value for each funded Proposal belonging to that constituent (for the chosen Campaign). | |
| 4 | Shows the chosen Campaign from the first level, the chosen Purpose from the third level, followed by the details of the Proposal(s). These details include the constituent name, the Division, Campaign, Campaign Year, Goal, Rated Date, Rated Amount, Ask Date, and Asked Amount. This information is shown in a shaded box in the display. Included in that box is a hyperlink to the data display. | The constituent's name hyperlinks to his or her Defined Display. View Proposal hyperlinks to the Proposal data row. |
Pending Proposals by Campaign
| Level | Display | Hyperlink Destination |
|---|---|---|
| 1 | Shows a listing of the names of the Campaigns from pending Proposals, a count of the number of Proposals for each Campaign and a sum of the values for each Campaign. | |
| 2 | Shows the chosen Campaign from the first level with the count and sum of Proposals, followed by a list of the names of the constituents who own the Proposals, with a count and sum of the values for each constituent. | |
| 3 | Shows the chosen Campaign from the first level, the chosen constituent from the second level, and the Purpose and Value for each funded Proposal belonging to that constituent (for the chosen Campaign). | |
| 4 | Shows the chosen Campaign from the first level, the chosen Purpose from the third level, followed by the details of the Proposal(s). These details include the constituent name, the Division, Campaign, Campaign Year, Goal, Rated Date, Rated Amount, Ask Date, and Asked Amount. This information is shown in a shaded box in the display. Included in that box is a hyperlink to the data display. | The constituent's name hyperlinks to his or her Defined Display. View Proposal hyperlinks to the Proposal data row |
Pending Proposals by Division
| Level | Display | Hyperlink Destination |
|---|---|---|
| 1 | Shows a listing of the names of the Divisions from pending Proposals, a count of the number of Proposals for each Division and a sum of the values for each Division. | |
| 2 | Shows the chosen Division from the first level with the count and sum of Proposals, followed by a list of the names of the constituents who own the Proposals, with a count and sum of the values for each constituent. | |
| 3 | Shows the chosen Division from the first level, the chosen constituent from the second level, and the Purpose and Value for each funded Proposal belonging to that constituent (for the chosen Division). | |
| 4 | Shows the chosen Division from the first level, the chosen Purpose from the third level, followed by the details of the Proposal(s). These details include the constituent name, the Division, Campaign, Campaign Year, Goal, Rated Date, Rated Amount, Ask Date, and Asked Amount. This information is shown in a shaded box in the display. Included in that box is a hyperlink to the data display. | The constituent's name hyperlinks to his or her Defined Display. View Proposal hyperlinks to the Proposal data row |
Pending Proposals by Goal
| Level | Display | Hyperlink Destination |
|---|---|---|
| 1 | Shows a listing of the names of the Campaign Goals from pending Proposals, a count of the number of Proposals for each Division and a sum of the values for each Division. | |
| 2 | Shows the chosen Goal from the first level with the count and sum of Proposals, followed by a list of the names of the constituents who own the Proposals, with a count and sum of the values for each constituent. | |
| 3 | Shows the chosen Goal from the first level, the chosen constituent from the second level, and the Purpose and Value for each funded Proposal belonging to that constituent (for the chosen Goal). | |
| 4 | Shows the chosen Goal from the first level, the chosen Purpose from the third level, followed by the details of the Proposal(s). These details include the constituent name, the Division, Campaign, Campaign Year, Goal, Rated Date, Rated Amount, Ask Date, and Asked Amount. This information is shown in a shaded box in the display. Included in that box is a hyperlink to the data display. | The constituent's name hyperlinks to his or her Defined Display. View Proposal hyperlinks to the Proposal data row |
Pipeline Report
This report can be used to forecast the arrival of major gifts tracked through Proposals. It includes all active Proposals that are not yet funded. This report shows a cross tab summary of cultivation phase and inclination based on a quarterly forecast. Details of each Proposal included in the forecast and the prospect manager responsible for the Proposal can be displayed if the detail view of the report is chosen.
For a proposal to be included in the forecast, it must meet the following conditions:
- A relationship is linked to the proposal and the proposal owner is a Prospect.
- The proposal owner has a preferred name.
- An Active Rating row with a cultivation type of 'Cultivation' or 'Solicitation' is linked to the proposal.
- The proposal has a Decision Date.
- The proposal has not been funded. (A funded proposal has a Funded Date that is not blank and is not null.)
Tip: To see an example of setting up a proposal so that it will display on the report, see the Proposal topic.
If a proposal is in the ’Cultivation’ phase, then the rated amount will be used in the forecast. If a proposal is in the ’Solicitation’ phase, then the asked amount will be used in the forecast.
To launch this report:
- Click the report name in the On Demand report list. A page with a brief description of the report will be shown.
- Enter the start and end dates you are your search in YYYY,MM,DD format. For example, if you want a report of all Proposals with a decision date between September 30, 2012 and December 31, 2012, you would enter 2012,09,30 into the Start Date box, and 2012,12,31 in the End Date box.
- Next, select either the Display Summary Only or Display Detail radio button. Display Summary Only will provide a report of summary information. Display Detail will include additional information.
- When the report is submitted and its run is complete, it will automatically display the first page of results in a new instance of a browser.
Prospect Giving Report
| Level | Display | Hyperlink Destination |
|---|---|---|
| 1 | Shows a listing of the names of constituents who are Prospect Managers (they have a Relationship data row that identifies them as such), with a sum of the giving totals for that Manager's Prospects. (Totals are based on the Gift Amount of Transactions of all Types, belonging to the Prospects.) | Profiles World display of the Manager's relation rows |
| 2 | Shows the name of the chosen Prospect Manager from the previous level, with a listing of that Manager's Prospects, with each Prospect's giving total. | Prospects' Defined Display |
| 3 | Shows the name of the chosen Prospect Manager from the first level, with the chosen Prospect from the previous level. Following that is a listing of the Campaigns represented in the set of giving transactions belonging to that Prospect, and a giving total for each Campaign. | |
| 4 | Shows the name of the chosen Prospect Manager from the first level, with the chosen Campaign from the third level. Following that is a listing of the transactions that make up the set of transactions for that Campaign. The information is the Transaction Type, the Process Date, and the Amount of the transaction. | Profiles Detail Display of that giving transaction |
Prospect Managers
| Level | Display | Hyperlink Destination |
|---|---|---|
| 1 | Shows a listing of the names of constituents who are Prospect Managers (they have a Relationship data row that identifies them as such), and gives a count of the number of Prospects for each Manager. | Profiles World display of the Manager's relation rows |
| 2 | Shows the name of the chosen Prospect Manager from the previous level, with a listing of that Manager's Prospects, with a count of the Ratings rows 'owned' by each. | Profiles World display of the Prospect's Tracking row or to the Prospect's Defined Display if the Tracking table is removed from the Millennium display. |
| 3 | Shows the name of the chosen Prospect Manager from the first level with a count of the total number of Prospects, followed by the chosen Prospect from the previous level, followed by the details of each of the Ratings rows owned by that Prospect. This includes the Campaign, Ask Rating, Cultivation, Inclination, and Amount. |
Prospect Managers with Ratings
| Level | Display | Hyperlink Destination |
|---|---|---|
| 1 | Shows a listing of the names of constituents who are Prospect Managers (they have a Relationship data row that identifies them as a Prospect Manager), and gives a count of the number of Prospects for each Manager. | Profiles World display of the Manager's relation rows |
| 2 | Shows the name of the chosen Prospect Manager from the previous level, with a listing of the Campaigns represented in the Ratings rows, belonging to any of that Manager's Prospects. | |
| 3 | Shows the name of the chosen Prospect Manager from the first level with a count of the total number of Prospects. That is followed by the display of the chosen Campaign from the previous level, followed by a listing of the Ask Ratings represented in that set of Ratings, and a count of the number of Ratings rows that specify each Ask Rating. | |
| 4 | Shows the name of the chosen Prospect Manager from the first level with a count of the total number of Prospects. That is followed by the chosen Ask Rating from Level 3, and then a listing of the names of the constituents who own Ratings rows at that Ask Rating Level (for the Campaign chosen in Level 2). | Profiles World display of the Prospect's Tracking row or to the Prospect's Defined Display if the Tracking table is removed from the Millennium display. |
| 5 | Shows the name of the chosen Prospect Manager from the first level with a count of the total number of Prospects. That is followed by the name of the Constituent chosen from the previous level, then the details of the Rating row. This includes the Ask Rating, Cultivation, Status, and Asked Amount. |
Task Report
| Level | Display | Drill-down Destination |
|---|---|---|
| 1 | Shows a list of constituents who have pending or completed Tasks and a count of those Tasks for each. | Constituent's Task data in the Profiles World or to the constituent's Defined Display if the Tracking table is removed from the Millennium display. |
| 2 | Shows the name of the chosen constituent from Level 1 and a list of the Action Types that are represented in the set of Tasks belonging to that constituent and a count of each. | |
| 3 | Shows the name of the chosen constituent from Level 1 and the chosen Action Type from Level 2, followed by the names of the constituents who 'own' the Actions to which the original constituent's Tasks are linked. | Constituent's Action data in the Profiles World or to the constituent's Defined Display if the Tracking table is removed from the Millennium display. |
Favorites On Demand Report Descriptions
Note: For Favorites On Demand Reports, you are considered to be a Prospect Manager if you have a relationship, the Is A relationship type has been assigned to a Prospect Management (PM) Role of 'Prospect Manager' and the Whose relationship type has been assigned to a PM Role of 'Prospect'. You are considered to be a 'Prospect' if you have a relationship, the Is A relationship type has been assigned to a PM role of 'Prospect' and the Whose relationship type has been assigned to a PM Role of 'Prospect Manager'. You are considered to be a 'Director' if you have a relationship, the Is A relationship type has been assigned to a PM Role of 'Director', and the Whose relationship type has been assigned to a PM Role of 'Prospect Manager'. You are considered to be an Assistant/Researcher if you have a relationship, the Is A relationship has been assigned to a PM Role of 'Assistant/Researcher' and the Whose relationships has been assigned to a PM Role of either 'Director' or 'Prospect Manager'.
See Prospect Management Relationships and Roles for more information.
There are two types of Favorites On Demand Reports. My Prospects On Demand Reports have been designed to provide important information for Prospect Managers and their Assistants and Researchers. My Staff Favorites On Demand Reports are of particular interest to Directors and to their Assistants and Researchers.
If you are a Prospect Manager or an Assistant/Researcher to a Prospect Manager, then you can access the My Prospects Favorites On Demand Reports. If you are a Director or an Assistant/Researcher to a Director, then you can access the My Staff Favorites On Demand Reports. And, if you are a Director or Director's Assistant/Researcher, and you are viewing a Prospect Manager's Prospect List display, then you also have access to the My Prospects Favorites On Demand Reports.
My Prospects Favorites On Demand Reports
Point to the Reports button on the right side of the My Prospects Page Header. The following reports are available.
Action Log
This report selects and prints Actions by Prospect, together with linked Tasks. If an Assistant/Researcher to a Prospect Manager is viewing the report, the Prospects will be sorted and grouped by Prospect Manager. When the report is launched, you are prompted to supply a range for the Action Due Date.
- If you enter a Start and an End Date, then the report will list only Actions with a Due Date that falls between the two.
- If you enter only a Start Date, then the report will list only Actions with a Due Date on or after the date you enter.
- If you enter only an End Date, then the report will list only Actions with a Due Date on or before the date that you enter.
- If you do not enter a Start Date or an End Date, then the report will list all Actions with a Due Date that is not blank and is not null.
Action Log for a Prospect Manager
| Level | Display | Notes |
|---|---|---|
| 1 | Prospect Names | |
| 2 | The Prospect Name from Level 1, a list of the Prospect's Action Types, Action Priority, Action Due Date, and Action Completed Date. | |
| 3 | The Prospect Name from Level 1, the Action Information from Level 2, and information about the Tasks that are linked to the Action: the Task Assignment, Task Priority, Task Due Date, and Task Completed Date. | All of the Tasks that link to the Action are listed. Therefore, the Task Assignment may not belong to the Prospect Manager who is viewing the report. |
Action Log for an Assistant/Researcher to one or more Prospect Managers
| Level | Display | Notes |
|---|---|---|
| 1 | Names of Assistant/Researcher's Prospect Managers | |
| 2 | The Prospect Manager Name from Level 1 and a list of his or her Prospects. | |
| 3 | The Prospect Manager Name from Level 1, the Prospect Name from Level 1, a list of the Prospect's Action Types, Action Priority, Action Due Date, and Action Completed Date. | |
| 4 | The Prospect Manager Name from Level1, the Prospect Name from Level 2, the Action Information from Level 3, and information about the Tasks that are linked to the Action: the Task Assignment, Task Priority, Task Due Date, and Task Completed Date. | All of the Tasks that link to the Action are listed. Therefore, the Task Assignment may not belong to the Prospect Manager from Level 1. |
Moves Report
This report lists all moves (a change in Rating) made during a specified time period. If an Assistant/Researcher to a Prospect Manager is viewing the report, the listed Prospects will be sorted and grouped by Prospect Manager.
When the report is launched, you are prompted to supply a range for the Rating End Date.
- If you enter a Start and an End Date, then the report will include only Ratings with an End Date that falls between the two.
- If you enter only a Start Date, then the report will include only Ratings with an End Date on or after the date you enter.
- If you enter only an End Date, then the report will include only Ratings with an End Date on or before the date that you enter.
- If you do not enter a Start Date or an End Date, then the report will include all Ratings with an End Date that is not blank and is not null.
Moves Report for a Prospect Manager
| Level | Display | Notes |
|---|---|---|
| 1 | Prospect Names and Rating Information: the Rating Move Date, Rating Status, and the Rating Ask Rating. |
A Prospect Name will appear once for each Move he or she owns. Rating Move Date is the rating's Start Date, Rating Status is the rating's Inclination. |
Moves Report for an Assistant/Researcher to one or more Prospect Managers
| Level | Display | Notes |
|---|---|---|
| 1 | Names of Assistant/Researcher's Prospect Managers | |
| 2 | The Prospect Manager's name from Level 1, and a list of his or her Prospect Names and Rating Information: the Rating Move Date, Rating Status, and the Rating Ask Rating. |
A Prospect Name will appear once for each Move he or she owns. Rating Move Date is the rating's Start Date, Rating Status is the rating's Inclination. |
Tasks Action Log
This report shows Actions belonging to Prospects that have been assigned to Prospect Managers as Tasks. The report provides an overview of the Tasks and the status of those Tasks. If an Assistant/Researcher to a Prospect Manager is viewing the report, then the Prospects Actions will be grouped and sorted by the Managers who have been assigned to those Tasks.
Note: Only a Task with a linked Action will be considered for the report. And, the Task must have a Status that is not marked as Complete. The report uses the Millennium standard code of '2' for Complete.
When the report is launched, you will be prompted for the Task Due Date range.
- If you enter a Start and an End Date, then the report will include Tasks with a Due Date that falls between the two.
- If you enter only a Start Date, then the report will include Tasks with a Due Date on or after the date you enter.
- If you enter only an End Date, then the report will include Tasks with a Due Date on or before the date you enter.
- If you do not enter a Start Date or an End Date, then the report will include all Tasks (including those with a blank or a null Due Date).
Tasks Action Log for a Prospect Manager
| Level | Display | Notes |
|---|---|---|
| 1 | Prospect Name, Action Type, Task Location, Action Division, Task Subject, Task Priority, Task Due Date, and Task Status. |
Tasks Action Log for an Assistant/Researcher to one or more Prospect Managers
| Level | Display | Notes |
|---|---|---|
| 1 | Names of Assistant/Researcher's Prospect Managers | |
| 2 | The Prospect Manager's Name from Level 1, and information about the Manager's Prospects: Prospect Name, Action Type, Task Location, Action Division, Task Subject, Task Priority, Task Due Date, and Task Status. |
Tickler Report
This report serves as a reminder to Prospect Managers who have upcoming Tasks to perform with regard to their Prospects. If an Assistant/Researcher to a Prospect Manager is viewing the report, then the Tasks will be grouped and sorted by the Managers for whom the Tasks have been assigned.
Note: If a Task's Complete Flag is checked, then the Task will not be included in the report.
When the report is launched, you are prompted to select a Task Due Date time period.
- If you select This Month, then the report will list Tasks with a Task Due Date in the current month.
- If you select This Week, then the report will list Tasks with a Task Due Date in the current week.
- If you select Today, then the report will list Tasks with a Task Due Date of the day the report is run.
Tickler Report for a Prospect Manager
| Level | Display | Notes |
|---|---|---|
| 1 | Task Due Date, Prospect Name, Task Location, Action Division and Task Priority |
Tickler Report for an Assistant/Researcher to one or more Prospect Managers
| Level | Display | Notes |
|---|---|---|
| 1 | Names of Assistant/Researcher's Prospect Managers | |
| 2 | The Prospect Manager's Name from Level 1, and information about the Manager's Prospects: Task Due Date, Prospect Name, Task Location, Action Division and Task Priority |
My Staff Favorites On Demand Reports
Point to the Reports button on the right side of the My Staff Page Header. The following reports are available.
Action Log by Prospect Manager
This report selects and prints Actions by Prospect, together with linked Tasks. The Prospects will be sorted and grouped by Prospect Manager.
When the report is launched, you are prompted to supply a range for the Action Due Date.
- If you enter a Start and an End Date, then the report will list only Actions with a Due Date that falls between the two.
- If you enter only a Start Date, then the report will list only Actions with a Due Date on or after the date you enter.
- If you enter only an End Date, then the report will list only Actions with a Due Date on or before the date that you enter.
- If you do not enter a Start Date or an End Date, then the report will list all Actions with a Due Date that is not blank and is not null.
Action Log for a Director or an Assistant/Researcher to one or more Directors
| Level | Display | Notes |
|---|---|---|
| 1 | Names of Prospect Managers | |
| 2 | The Prospect Manager Name from Level 1 and a list of his or her Prospects. | |
| 3 | The Prospect Manager Name from Level 1, the Prospect Name from Level 1, a list of the Prospect's Action Types, Action Priority, Action Due Date, and Action Completed Date. | |
| 4 | The Prospect Manager Name from Level1, the Prospect Name from Level 2, the Action Information from Level 3, and information about the Tasks that are linked to the Action: the Task Assignment, Task Priority, Task Due Date, and Task Completed Date. | All of the Tasks that link to the Action are listed. Therefore, the Task Assignment may not belong to the Prospect Manager from Level 1. |
Action Statistics
This report shows Prospect Managers' completed Actions.
Note: The Actions selected for the report are linked to Prospect Managers' Tasks.
When the report is launched, you will be prompted to enter an Action Completed On Date.
- If you enter a Date, then the report will list Actions with a Completed On Date that is on or after the date you enter.
- If you do not enter a Date, then the report will list All Actions with a Completed On Date that is not blank and is not null.
Action Statistics for a Director or an Assistant/Researcher to one or more Directors
| Level | Display | Notes |
|---|---|---|
| 1 | Names of Prospect Managers | |
| 2 | The Prospect Manager Name from Level 1, his or her completed Actions (grouped by Action Type), and a count for each type of Action that has been completed. | |
| 3 | The Prospect Manager Name from Level 1 and the total number of Actions that the Manager has completed. | |
| 4 | The total number of Actions that have been completed by all of the Prospect Managers that are listed on the report. |
Cultivation Statistics
This report counts all moves (change in Rating Status) accomplished during a specific time period, for each Prospect Manager.
When the report is launched, you are prompted to supply a range for the Rating End Date.
- If you enter a Start and an End Date, then the report will include only Ratings with an End Date that falls between the two.
- If you enter only a Start Date, then the report will include only Ratings with an End Date on or after the date you enter.
- If you enter only an End Date, then the report will include only Ratings with an End Date on or before the date that you enter.
- If you do not enter a Start Date or an End Date, then the report will include all Ratings with an End Date that is not blank and is not null.
Cultivation Statistics for a Director or an Assistant/Researcher to one or more Directors
| Level | Display | Notes |
|---|---|---|
| 1 | Prospect Manager Name, and the total number of Moves for the Manager | |
| 2 | The total number of Moves for all of the Prospect Managers that are listed on the report |
Lapsed Scheduled Actions
This report lists Actions with a due date that has passed. Actions are selected by Prospect and are grouped and sorted by Prospect Manager.
When the report is launched, you are prompted to enter a date for the Action Due Date.
- If you enter an Action Due Date, then the report will include all Actions with a Due Date that is on or before the date that you enter.
- If you do not enter an Action Due Date, then the report will include all Actions with a Due Date that is on or before the date that the report is run.
Lapsed Scheduled Actions for a Director or an Assistant/Researcher to one or more Directors
| Level | Display | Notes |
|---|---|---|
| 1 | Prospect Manager Names | |
| 2 | Prospect Manager Name from Level 1, and the information about the lapsed Actions: Prospect Name, Action Type, Action Due Date, Action Division. | |
| 3 | Prospect Manager Name from Level 1, the information about the lapsed Action from Level 2, and information about all Tasks that have been assigned to the Action: Task Type, and Task Due Date. |
Moves Report by Manager
This report lists all moves (a change in Rating) made during a specified time period. The listed Prospects will be sorted and grouped by Prospect Manager.
When the report is launched, you are prompted to supply a range for the Rating End Date.
- If you enter a Start and an End Date, then the report will include only Ratings with an End Date that falls between the two.
- If you enter only a Start Date, then the report will include only Ratings with an End Date on or after the date you enter.
- If you enter only an End Date, then the report will include only Ratings with an End Date on or before the date that you enter.
- If you do not enter a Start Date or an End Date, then the report will include all Ratings with an End Date that is not blank and is not null.
Moves Report for a Director or an Assistant/Researcher to one or more Directors
| Level | Display | Notes |
|---|---|---|
| 1 | Names of Prospect Managers | |
| 2 | The Prospect Manager's name from Level 1, and a list of his or her Prospect Names and Rating Information, the Rating Move Date, Rating Status, and the Rating Ask Rating. | A Prospect Name will appear once for each Move he or she owns. |
Rating Move Date is the rating's Start Date, Rating Status is the rating's Inclination.
Prospect Management List Proposal Statistics
This report shows an overview of selected Proposals, group by the Division with which each is associated.
Note: If a Proposal has not been associated with a Division or it has not been given a Purpose, then it will not be selected for this report.
When the report is launched, you are prompted to enter a range for the Proposal Rated Date.
If you enter a Start and an End Date, then the report will include only Proposals with a Rated Date that falls between the two.
If you enter only a Start Date, then the report will include only Proposals with a Rated Date on or after the date you enter.
If you enter only an End Date, then the report will include only Proposals with a Rated Date that is not blank and is not null and is on or before the date you enter.
If you do not enter a Start Date or an End Date, then the report will include all Proposals, even those with a Rated Date that is blank or null.
Prospect Management List Proposal Statistics for a Director or an Assistant/Researcher to one or more Directors
| Level | Display | Notes |
|---|---|---|
| 1 | Divisions with which Proposals are associated | |
| 2 | The Division from Level 1, and information about the Proposals: Name of the person who owns the Proposal, the Proposal owner's Prospect Manager, Proposal Ask Date, Proposal Ask Amount, Proposal Funded Date, Proposal Funded Amount, Proposal Purpose |
Prospect Manager Tasks Action Log
This report shows Actions belonging to Prospects that have been assigned to Prospect Managers as Tasks. The report provides an overview of the Tasks and the status of those Tasks. The Prospects' Actions will be grouped and sorted by the Managers who have been assigned to those Tasks.
Note: Only a Task with a linked Action will be considered for the report. And, the Task must have a Status that is not Complete. The report uses the Millennium standard Task Status code of '2' for Complete.
When the report is launched, you will be prompted for the Task Due Date range.
- If you enter a Start and an End Date, then the report will include Tasks with a Due Date that falls between the two.
- If you enter only a Start Date, then the report will include Tasks with a Due Date on or after the date you enter.
- If you enter only an End Date, then the report will include Tasks with a Due Date on or before the date you enter.
- If you do not enter a Start Date or an End Date, then the report will include all Tasks (including those with a blank or a null Due Date).
Tasks Action Log for a Director or an Assistant/Researcher to one or more Directors
| Level | Display | Notes |
|---|---|---|
| 1 | Names of Prospect Managers | |
| 2 | The Prospect Manager's Name from Level 1, and information about the Manager's Prospects: Prospect Name, Action Type, Task Location, Action Division, Task Subject, Task Priority, Task Due Date, and Task Status. |
Tickler Report
This report serves as a reminder to Prospect Managers who have upcoming Tasks to perform with regard to their Prospects. If an Assistant/Researcher to a Prospect Manager is viewing the report, then the Tasks will be grouped and sorted by the Managers for whom the Tasks have been assigned.
Note: If a Task's Completed Flag is checked, then the Task will not be included in the report.
When the report is launched, you are prompted to select a Task Due Date time period.
- If you select This Month, then the report will list Tasks with a Task Due Date in the current month.
- If you select This Week, then the report will list Tasks with a Task Due Date in the current week.
- If you select Today, then the report will list Tasks with a Task Due Date of the day the report is run.
Tickler Report for a Director or an Assistant/Research to one or more Directors
| Level | Display | Notes |
|---|---|---|
| 1 | Names of Prospect Managers | |
| 2 | The Prospect Manager's Name from Level 1, and information about the Manager's Prospects: Task Due Date, Prospect Name, Task Location, Action Division and Task Priority |