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 article explains the Funds Created Since Date report.