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Advancement Reporting View Reports

SGHE Banner Operational Data Store
Reporting View Target: PROSPECT_INFO

Description Contains summary profile information for each identified prospect including reference information, status, target ask amount and date, primary staff assignment detail and ratings, geo-region and assigned staff counts.
Key & Frequency One row per entity.
Recommended Search Columns ENTITY_UID, ENTITY_IND
ENTITY_IND

ODS Column ODS Business Definition ODS Calculation Formula ODS Data Type Banner Source Name Banner Source Column Banner Form Name
ACTIVE_PROSPECT_IND Prospect status active indicator determining if the status is active (Y)es, or inactive (N)o.    

ATVPRST

ATVPRST_ACTIVE_IND

 
ACTIVITY_DATE Date that information for this record in the table was entered or last updated.    

AMRINFO

AMRINFO_ACTIVITY_DATE

 
ADMINISTRATIVE_GROUP Organization-oriented identifier for the record used to determine access authorization to this record. Institution defined.    

NA

NA

 
ADVANCEMENT_RATING_COUNT Count of the recruitment ratings recorded for this person.    

FUNCTION

MAKFUNC.F_ADVANCEMENT_RATING_COUNT

 
ALLOW_WEB_GIFT_IND Determines if gifts from this prospect will be accepted from the Web. (Y)es accepted from the web or (N)ot accepted from the web.    

CALCULATION

NVL(AMRINFO_WEB_GIFT_IND,'N')

 
ALLOW_WEB_PLEDGE_IND Determines if pledges from this prospect will be accepted from the Web. (Y)es accepted from the web or (N)ot accepted from the web.    

CALCULATION

NVL(AMRINFO_WEB_PLDG_IND,'N')

 
CONSTITUENT_CONTACT_COUNT Count of the number of counts have been made by the institution and recorded for this constituent.    

FUNCTION

MAKFUNC.F_COUNT_CONS_CONTACT

 
ENTITY_IND Indicates whether the entity is a person or an organization.    

CONSTANT

CONSTANT

'O'

'P'

 
ENTITY_UID System generated, unique, internal identification number assigned to this person or organization entity.    

AMRINFO

AMRINFO_PIDM

 
ID Person's or organization's current identification number.    

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

 
MULTI_SOURCE Institution value for the record when the optional multi-institution facility feature has been applied.    

NA

NA

 
MULTI_SOURCE_DESC Institution description when the optional multi-institution facility feature has been applied.    

NA

NA

 
NAME Name of the person (last name, first name, middle initial) or organization.    

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

 
PREF_GEOGRAPHIC_REGION_COUNT Count of geographic regions associated with this address.    

FUNCTION

MGKFUNC.F_COUNT_GEOGRAPHIC_REGIONS

 
PREF_GEO_REGION_ADDR_TYPE Address type of the address to be used as the preferred geographic region address.    

APBCONS

APBCONS_ATYP_CODE_GEOR

 
PREF_GEO_REGION_ADDR_TYPE_DESC Preferred geographic region address type.    

FUNCTION

GOKODSF.F_GET_DESC

 
PRIMARY_STAFF_ASSIGN_IDEN Primary staff identification code.    

AMRSTAF

AMRSTAF_IDEN_CODE

 
PRIMARY_STAFF_ASSIGN_IDEN_NAME Name of the primary staff identification code.    

GURIDEN

GURIDEN_DESC

 
PRIMARY_STAFF_ASSIGN_TYPE Primary staff type code.    

AMRSTAF

AMRSTAF_STFT_CODE

 
PRIMARY_STAFF_ASSIGN_TYPE_DESC Primary staff type code description.    

FUNCTION

GOKODSF.F_GET_DESC

 
PROCESS_GROUP Process-oriented identifier for the record used to determine access authorization to this record. Institution defined.    

NA

NA

 
PROSPECT_AMOUNT Manually entered or system calculated prospect amount.    

AMRINFO

AMRINFO_PROSP_RATE

 
PROSPECT_AMOUNT_ENTRY_DATE Date the rating amount for the prospect was calculated or entered.    

AMRINFO

AMRINFO_RATE_ENTRY_DATE

 
PROSPECT_AMOUNT_METHOD Determines the method for calculating the prospect amount.    

AMRINFO

AMRINFO_SYS_IND

 
PROSPECT_AMOUNT_METHOD_DESC Prospect amount method description. Explains how the prospect asking amount is calculated. If the value is 'N', the amount is manually entered and cannot be overridden. If the value is 'S', the amount is system calculated either from a primary indicated rate, or weighted-average of rate values.    

FUNCTION

CASE WHEN AMRINFO_SYS_IND

 
PROSPECT_STATUS Identifies the reference assessment of the current state of the prospect.    

AMRINFO

AMRINFO_STATUS

 
PROSPECT_STATUS_DESC Status description.    

ATVPRST

ATVPRST_DESC

 
REFERENCE Reference code.    

AMRINFO

AMRINFO_REFR_CODE

 
REFERENCE_COMMENT Prospect reference comment.    

AMRINFO

AMRINFO_REFERENCE

 
REFERENCE_DESC Reference code description.    

FUNCTION

GOKODSF.F_GET_DESC

 
SOLICITOR_IND Determines if the staff person is a solicitor (Y)es or not a solicitor (N)o.    

CALCULATION

NVL(AMRSTAF_SOLICIT_IND,'N')

 
STAFF_ASSIGNMENT_COUNT Count of staff assignments.    

FUNCTION

MAKFUNC.F_COUNT_STAFF_ASSIGNMENT

 
TARGET_ASK_DATE Manually entered target asking date.    

AMRINFO

AMRINFO_TARGET_ASK_DATE

 


Ver: 8.3