This report pulls Annual Funds / Designations and Annual Giving Flagged Accounts, based on the criteria entered in the query prompts. Some funds are both Annual Giving Flagged and Annual Funds.
This report gives a count of Alumni by unit and exclusions for communication mailings including their Communication Preferences, Pending Asks, and Memorial Donors. Counts also include Donor Status broken down by contactable, and not contactable.
This report gives a count of Alumni by unit and exclusions for solicitation including their Communication Preferences, Pending Asks, and Memorial Donors. Counts also include Donor Status broken down by contactable, and not contactable.
This report pulls all gifts of $25k and less by academic unit EXCEPT pledge payments on pledges over $25k, based on revenue (legal) credit. The report provides separate tabs for Annual Fund and Flagged accounts for academic and non-academic units as well as a YOY summary of all gifts (payments) that are $25k or less.
This report pulls all gifts of $25k and less by academic unit EXCEPT pledge payments on pledges over $25k, based on revenue (legal) credit, providing specific access to revenue details.
This report displays all Constituents who have either the 'Major Giving Prospect', 'UAG Unit Exclusion', or 'Annual SolicitationOnly' solicit code on their record in DART. Allows for finding of constituents who are part of the Annual Giving Unit based Exclusions or are on the Major Gift Prospect Exclusion list
This report helps analyze donor giving behavior based on minimum number of giving. Includes ways to view both number of gifts given in a FY and multiple giving by SCU.
This report provides units with information on donor retention and participation based on alumni status at the Fund Level.
This report provides units with information on donor retention and participation based on alumni status at the Site Level.
This report provides units with information on donor retention and participation based on alumni status at the Unit/Campus Level.
This report pulls all Living Donors based on Revenue, that gave in one fiscal year, but not in another fiscal year for the selected SCU Rollup.
This report provides a five-year analysis of donor counts and gift totals to funds within a specific unit, with YTD totals for current and prior FY, categorized by donor constituency. Includes gifts by source for Annual Fund Accounts, Annual Fund plus Flagged Accounts, and All Accounts.
This report shows Household Recognition to the selected S/C/U or VP Area based on the selected giving threshold, over the last 5 Fiscal Years, starting with the current fiscal year. Can be used to identify Major Gift Donors or view a summary of giving by household over the last 5 Fiscal Years.
This report is designed to pull results and performance metrics by marketing effort for University Wide efforts.
This report is designed to pull results and performance metrics by marketing effort through email communication.
This report is designed to pull results and performance metrics by marketing effort through mail communication.
This report is designed to pull results and performance metrics by marketing effort for given telefund efforts.
This report pulls prior 9 fiscal years, current fiscal year and lifetime recognitions through the use of the Constituent LookupID.
This report pulls prior 9 fiscal years, current fiscal year and lifetime recognitions through the use of the Sub-Constituent Unit.
This report pulls all recurring gift setups with linked payments. Can be used to see all newly created recurring gift setups or to see all payments on recurring gifts received in a specific time frame.
This report returns all Recurring Gift Setups and Recurring Gift Payments made in a specified time frame while also providing additional prompts to allow users to specify Site/Site Rollup or Revenue Channel.
This report pulls all revenue payments for the current and prior 9 fiscal years, as well as lifetime totals through the use of the Sub-Constituent Unit.
This report can be used to pull data in DART surrounding Marketing Efforts, Segments, or Appeals and allows the user to monitor and get lists of donors for an Appeal, Marketing Effort or Segment performance for acknowledgement
This report pulls a list of graduates with their giving, a list of revenue transactions, and a list of recognition transactions all based on user prompts. Can be used to view recent Graduate giving history to the university and selected Sites/Units and identify trends in Graduate giving history
This report pulls All Living Donors, based on either Revenue Credits or Recognition Credits, that gave in the previous fiscal year, but have not given so far in the current fiscal year. Can be used to review lists of individuals in jeopardy of becoming 'Lapsed' or identify prospects for a personal solicitation.
This report provides an on-demand summary of gifts processed and officially recognized by the Gift Processing Unit from Telefund activities. Allows the user to specify a specific date range for gifts to include in the GPU.
This report provides a summary of gifts processed and officially recognized by the Gift Processing Unit from Telefund activities during the week prior to the scheduled reporting period.
This report provides a breakdown on Telefund Pledges by payments, balance due and write-offs. Can be used to pull counts and total amounts for Telefund Pledges and provide breakdowns of Telefund Pledges.