This report is designed to pull active stewardship plans by Plan Name Pattern or Site Rollup. Users can use a search pattern (e.g., %ULIB%) to find plan names that include that particular pattern
The query is designed to pull donors to be acknowledged in Honor Rolls or on Donor Walls. This report pulls all donors (individuals and organizations) with recognition credit of $X or more to a user-specific SCU/VP Area/Campus/Department ID/Designation within a specific timeframe.
Please note: since this report is recognition-based, no giving should be summed across constituents, as gifts will be double-counted (e.g., if a constituent gives through a foundation, both the constituent and the fou
The report is designed to pull donors to be acknowledged in Honor Rolls or on Donor Walls. This report pulls all donors (individuals and organizations) with recognition credit of $X or more to a user-specific SCU/VP Area/Campus/Department ID/Designation within a specific timeframe.
Please note: since this report is recognition-based, no giving should be summed across constituents, as gifts will be double-counted (e.g., if a constituent gives through a foundation, both the constituent and the fo
The Report is designed to pull Endowed and Quasi Funds associated with Project Grants.
This report can be used to:
1. Identify linked endowed designations to record scholarship recipients.
2. Determine if a Project Grant is receiving distributions from more than one Endowed/Quasi Fund.
For list of Project Grants provided by user, shows all GL Fund code(s) that distribute to that P/G. If the GL Fund Code is linked to an Endowed or Quasi Fund in DART, the Designation ID & Name are displ
This report pulls the first gift made by the top 1,000 donors to the university, based on revenue payments. Outstanding pledges and planned gifts are excluded.
This report pulls constituents who have made their first gift to a selected Site Rollup or Designation in the Recognition system. Results include a first-gift indicator and related giving details. If multiple Rollups or Designations are selected, the report returns the first gift to any item in the list. To capture first gifts separately (e.g., first to LSA and first to ROSS), run individual pulls for each selection. Organizations and households are excluded.
This report pulls constituents who have made their first gift to a selected Site Rollup or Designation. Tabs list the constituent, the first-gift indicator, and related giving details. The report aggregates across selected Rollups or Designations, so a donor’s first gift to any item in the list is returned. Organizations and households are excluded.
This version is set up to only pull recognition/donors from the month prior to the report’s running.
This report pulls constituents who have made their first gift to a selected Site Rollup or Designation in the Revenue system. Results include a first-gift indicator and related giving details. If multiple Rollups or Designations are selected, the report returns the first gift to any item in the list. To capture first gifts separately (e.g., first to LSA and first to ROSS), run individual pulls for each selection.
This article explains the Funds Created Since Date report.
This report pulls all gift payments, pledges, and planned gifts of $10,000 or more received in the previous month. Results can be used to identify potential new recipients for stewardship reports, review endowed gifts received with SCUs, and verify stewardship recipient codes.
This report pulls all named space recognition opportunities by Constituent LookupID. Use this report to view the named spaces associated with an individual prospect.
This report pulls all named space recognition opportunities by Site, School, VP Area, or Campus. Results also display the plan opportunity information connected to each named space. Use this report to view an overview of unit named spaces that are claimed, pending, or available.
This report lists pledges that have been fully paid off within a user-defined date range. It includes constituent and revenue details, pledge amounts and balances, payment history, designation information, and purpose categorizations.
This report lists pledges that have been fully paid off within the past week. It includes constituent and revenue details, pledge amounts and balances, payment history, designation information, and purpose categorizations.
This report pulls all active constituents in an active Presidential Society with less than $25,000 in lifetime recognized giving.