My Prospects On-Demand Reports
In the Header, on the right, is a Reports button. Point to the button to display a list of the names of standard, My Prospects Favorites reports that are available for viewing.
These are On Demand reports. They are of particular interest to Prospect Managers and to their Assistants and Researchers. Each report is designed specifically to display key information about the Prospects that are currently listed in the My Prospects Favorites display. If a Manager's Assistant/Researcher is viewing a report, this information about the Prospects will typically by grouped by Manager name.
Display a My Prospects Favorites On Demand report:
- Point to the Reports button.
- Click the desired report name. The prompt page specific to the report displays.
- Provide the information for which you are prompted.
- Click Submit.
- The report will be generated in PDF format and will display, using Adobe Reader, in a new instance of the browser.
The standard My Prospects Favorites On Demand reports are:
| Name | Description |
|---|---|
| Action Log | This report selects and prints Actions by Prospect, together with linked Tasks. You will be prompted to provide an Action Due Date range. |
| Moves Report | This report lists all moves (a change in Rating) made during a specified time period. You will be prompted to provide a Rating End Date range. |
| 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, the Manager assignments and the status of those Tasks. You will be prompted to provide a Task Due Date range. |
| Tickler | This report is designed to serve as a reminder to Prospect Managers who have upcoming Tasks to perform in regard to their Prospects. The report shows the scheduled date, prospect name, the place of the contact, and the Division within the institution that is associated with the task. You will be prompted to display. Tasks that are Due This Month, Due This Week, or Due Today |
Refer to My Prospects On Demand Report Descriptions for more complete descriptions of these standard reports.
Refer to Advanced Information about Favorites On Demand Reports for information about modifying these existing standard reports, or creating a custom My Prospects Favorites On Demand report.
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