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Advancement Reporting View Reports

SGHE Banner Operational Data Store
Reporting View Target: CONSTITUENT_CONTACT

Description Contains details related to each contact or follow up action with a constituent or prospect.
Key & Frequency One row per entity per contact reference item number.
Recommended Search Columns PERSON_UID

Target Column Business Definition Database Data Type Source Name Source Column
ACTIVE_PROSPECT_STRATEGY_IND Indicates whether the strategy plan is active based upon its status and if the system date is between the start and end date of the strategy plan. CHAR(1)

CALCULATION

CASE WHEN STRATEGY_PLAN_STATUS_IND

ADMINISTRATIVE_GROUP Administrative-oriented identifier for the record used to determine access authorization to this record. Institution defined. VARCHAR2(255)

NA

NA

ASKING_AMOUNT Asking amount for the contact/project. NUMBER

AMRCONT

AMRCONT_ASK_AMT

ASK_AMOUNT2 Second asking amount for the contact/project. NUMBER

AMRCONT

AMRCONT_ASK_AMT_2

ASK_AMOUNT3 Third asking amount for the contact/project. NUMBER

AMRCONT

AMRCONT_ASK_AMT_3

ASK_AMOUNT4 Fourth asking amount for the contact/project. NUMBER

AMRCONT

AMRCONT_ASK_AMT_4

CALL_REPORT_COMMENT Call report used to elaborate on the contact explanation. CLOB

AMRCONT

AMRCONT_CALL_REPORT

CONTACT_COMMENT Comment recorded for the contact made. VARCHAR2(2000)

AMRCONT

AMRCONT_CONTACT

CONTACT_CREATE_DATE Date the contact was added. DATE

AMRCONT

AMRCONT_CREATE_DATE

CONTACT_DATE Date the contact was made. DATE

AMRCONT

AMRCONT_CONTACT_DATE

CONTACT_DATE_FISCAL_YEAR Unique identifier or code for the fiscal year. VARCHAR2(63)

ATVFISC

ATVFISC_CODE

CONTACT_DATE_FISCAL_YEAR_DESC Fiscal year description. VARCHAR2(255)

FUNCTION

GOKODSF.F_GET_DESC

CONTACT_TYPE Type of contact between the institution and person. VARCHAR2(63)

AMRCONT

AMRCONT_SCNT_CODE

CONTACT_TYPE_DESC Contact type description. VARCHAR2(255)

ATVSCNT

ATVSCNT_DESC

CREATE_TICKLER_IND Determines if a follow-up action message is to be created. (Y)es it will be created, (N)o, it does not need to be created. VARCHAR2(1)

AMRCONT

AMRCONT_CREATE_TICKLER

FOLLOWUP_ASSIGNEE_UID System generated unique internal identification number assigned to this person. NUMBER

GOBEACC

GOBEACC_PIDM

ITEM_REF_NUMBER Internal generated number for each contact. NUMBER

AMRCONT

AMRCONT_ITEM_REFNO

MESSAGES_SENT_COUNT Number of messages sent for the contact. NUMBER

GURTKLR

GURTKLR_PIDM

MOVE Move code associated with a plan or associated with a contact that is not plan related. VARCHAR2(63)

AMRCONT

AMRCONT_MOVE_CODE

MOVE_DESC Move code description. VARCHAR2(255)

ATVMOVE

ATVMOVE_DESC

MULTI_SOURCE Institution value for the record when the optional multi-institution facility feature has been applied. VARCHAR2(63)

NA

NA

MULTI_SOURCE_DESC Institution description when the optional multi-institution facility feature has been applied. VARCHAR2(255)

NA

NA

PERSON_COMPLETED_IDEN Identification code assigned to contact. VARCHAR2(63)

AMRCONT

AMRCONT_IDEN_CODE_ASGN

PERSON_COMPLETED_IDEN_NAME Staff member name responsible for the follow-up action. VARCHAR2(255)

GURIDEN

GURIDEN_DESC

PERSON_RESPONSIBLE_IDEN Staff identification code of the person responsible for originating and carrying out the contact. VARCHAR2(63)

AMRCONT

AMRCONT_IDEN_CODE

PERSON_RESPONSIBLE_IDEN_NAME Name of the person assigned to make the contact. VARCHAR2(255)

GURIDEN

GURIDEN_DESC

PERSON_RESPONSIBLE_UID System generated unique internal identification number assigned to this person. NUMBER

SPRIDEN

SPRIDEN_PIDM

PERSON_UID System generated, unique, internal identification number assigned to this person. NUMBER

AMRCONT

AMRCONT_PIDM

PLAN_MOVE_SEQUENCE_NUMBER When populated, move sequence number determines that the move is complete because a plan is associated to the move. NUMBER

AMRCONT

AMRCONT_MOVE_SEQ_NO

PRIMARY_STAFF_IDEN Staff identification code of the person with primary responsibility for the prospect. VARCHAR2(63)

AMRSTAF

AMRSTAF_IDEN_CODE

PRIMARY_STAFF_IDEN_NAME Name of the person with primary responsibility for this prospect. VARCHAR2(255)

GURIDEN

GURIDEN_DESC

PRIMARY_STAFF_UID System generated unique internal identification number assigned to this person. NUMBER

GOBEACC

GOBEACC_PIDM

PROCESS_GROUP Process-oriented identifier for the record used to determine access authorization to this record. Institution defined. VARCHAR2(255)

NA

NA

PROJECT Project/interest code. VARCHAR2(63)

AMRCONT

AMRCONT_PROJ_CODE

PROJECT2 Second project or interest area. VARCHAR2(63)

AMRCONT

AMRCONT_PROJ_CODE_2

PROJECT3 Third project or interest area. VARCHAR2(63)

AMRCONT

AMRCONT_PROJ_CODE_3

PROJECT4 Fourth project or interest area. VARCHAR2(63)

AMRCONT

AMRCONT_PROJ_CODE_3

PROJECT_DESC Project/interest description. VARCHAR2(255)

ATVPROJ

ATVPROJ_DESC

PROJECT_DESC2 Second project or interest area description. VARCHAR2(255)

ATVPROJ

ATVPROJ_DESC

PROJECT_DESC3 Third project or interest area description. VARCHAR2(255)

ATVPROJ

ATVPROJ_DESC

PROJECT_DESC4 Fourth project or interest area description. VARCHAR2(255)

ATVPROJ

ATVPROJ_DESC

PROPOSAL Proposal code associated to the prospect. VARCHAR2(63)

AMRCONT

AMRCONT_PROP_CODE

PROPOSAL_SEQUENCE_NUMBER Proposal code sequence number. NUMBER

AMRCONT

AMRCONT_PROP_SEQ_NO

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

AMRCONT

AMRCONT_ACTIVITY_DATE

PROSPECT_CONTACT_IND Identifies the constituent for the contact as a prospect (Y)es or a general constituent contact (N)o. VARCHAR2(1)

CALCULATION

CASE(AMRCONT_GEN_CONTACT_IND)

PROSPECT_CONTACT_USER_ID Unique identification code of the user who entered or last touched the transaction. VARCHAR2(63)

AMRCONT

AMRCONT_USER_ID

RECENT_TICKLER_STATUS Determines the most recent follow-up action tickler status. Follow-up action is (C)omplete, Follow-up action has not yet occurred, (P)ending, Follow-up action is no longer pending, although it is still planned and on (H)old. VARCHAR2(63)

AMRCONT

AMRCONT_TICK_STATUS

RECENT_TICKLER_STATUS_DESC Recent tickler status description. VARCHAR2(255)

MGT_VALIDATION

SELECT SUBSTR (VALUE_DESCRIPTION, 1, 255) FROM MGT_VALIDATION WHERE TABLE_NAME = 'TICKLER_STATUS' AND VALUE = RECENT_TICKLER_STATUS

STAFF_ASSIGNED_COUNT Count of staff assigned. NUMBER

FUNCTION

MAKFUNC.F_COUNT_STAFF_ASSIGNMENT

START_DATE_FISCAL_YEAR Unique identifier or code for the fiscal year. VARCHAR2(63)

ATVFISC

ATVFISC_CODE

START_DATE_FISCAL_YEAR_DESC Fiscal year description. VARCHAR2(255)

FUNCTION

GOKODSF.F_GET_DESC

STRATEGY_PLAN Strategy plan name. VARCHAR2(63)

AMRCONT

AMRCONT_STGY_PLAN

STRATEGY_PLAN_END_DATE Strategy plan end date. DATE

CALCULATION

NVL(AMBPLAN_END_DATE,'31-DEC-2099')

STRATEGY_PLAN_SEQUENCE_NUMBER Internal sequence number allowing multiple strategies for the strategy plan. NUMBER

AMBPLAN

AMBPLAN_PLAN_SEQ_NO

STRATEGY_PLAN_START_DATE Strategy plan start date. DATE

AMBPLAN

AMBPLAN_START_DATE

STRATEGY_PLAN_STATUS_IND Indicates whether the strategy plan is (1) active or (0) inactive. VARCHAR2(1)

AMBPLAN

AMBPLAN_ACTIVE_IND

STRATEGY_PLAN_STATUS_IND_DESC Strategy plan status description. VARCHAR2(255)

AMBPLAN

AMBPLAN_STATUS_IND

TICKLER_CONFIDENTIAL_IND Determines if the follow-up message is to remain confidential. (Y)es confidential, (N)ot confidential. VARCHAR2(1)

CALCULATION

NVL(AMRCONT_CONFID_IND)

TICKLER_DATE Tickler message date. DATE

AMRCONT

AMRCONT_TICK_DATE

TICKLER_MESSAGE Tickler message. VARCHAR2(255)

AMRCONT

AMRCONT_TICKLER

TOTAL_EXPENSE Total of all expenses for the contact. NUMBER

FUNCTION

SUM(NVL(AMRPEXP_EXPN_AMT, 0))

TOTAL_STAFF_COUNT Total number of staff attending the contact visit. NUMBER

CALCULATION

COUNT(AMRATTN_PIDM)



Ver: 8.5