Moves Management Reports

Sherisse Dozier

Hi All, 


I'm sure this has come up quite a bit, but I can't seem to find any answers to my specific questions. We are revamping our MG Tracking process and I am wondering how to get the metrics on the following:


How long a prospect has been in a particular stage?

How to use action reports to report on how many meetings, phone calls, etc. a solicitor has had in a specific time frame?

How to tell if a particular action resulted in a gift?


I find that we can get a lot of data just by using the dashboards, but these seem to be just beyond the scope of my brain power...

Sunshine Reinken Watson

Sherisse Dozier:

Hi All, 


I'm sure this has come up quite a bit, but I can't seem to find any answers to my specific questions. We are revamping our MG Tracking process and I am wondering how to get the metrics on the following:


How long a prospect has been in a particular stage?

How to use action reports to report on how many meetings, phone calls, etc. a solicitor has had in a specific time frame?

How to tell if a particular action resulted in a gift?


I find that we can get a lot of data just by using the dashboards, but these seem to be just beyond the scope of my brain power...

Have you checked out Action Reports in the Reports section? I know there is a canned report that will run how many actions a solicitor has done. Blackbaud didn't pay me to say this, but Raiser's Edge NXT will automatically display how long a prospect has been in a particular stage. I'm not sure how you would determine if a particular action resulted in a gift.

Daniel Bayer

Sunshine is correct - the Action Reports are what you want, specifically the Action Summary Report, which will show you the number of whatever kinds of actions a specific solicitor has taken (although it won't break it out by person for multiple people). I'm pretty sure that the only way to tell if a particular action resulted in a gift is if you have the action connected to a proposal, though, and then to query for the proposals along with the action info and funded amount.


The Proposal Analysis report will tell you how many days a proposal has been open, but not anything deeper than that.

Christine Cooke 2

Sherisse Dozier:

Hi All, 


I'm sure this has come up quite a bit, but I can't seem to find any answers to my specific questions. We are revamping our MG Tracking process and I am wondering how to get the metrics on the following:


How long a prospect has been in a particular stage?

How to use action reports to report on how many meetings, phone calls, etc. a solicitor has had in a specific time frame?

How to tell if a particular action resulted in a gift?


I find that we can get a lot of data just by using the dashboards, but these seem to be just beyond the scope of my brain power...

I second what Sunshine and Daniel said and will add that the Gift Tab and the Action and Propects Tabs all link.  So you can link a gift or gifts to a Proposal or to an Action.  That would tell you if the cultivation resulted in a $$ return without someone having to click all over the place, and it should then show up in the reporting.