Constituent Report - Birthday Report by SCU Alumni and Birth Month

Where is it?

Link to Report: http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AUhCxpLjLFxLrY4TWbhUXFg

BusinessObjects Folder Path: Public Folders/UM-Maintained/Development/DART Development Reports by Category/Constituent Reports/

​​​​​What does it do?

This report is designed to pull all living alumni that have a known birth date given school/college affiliation (SCU) and specified birth month. Users have the option to restrict results based on giving Fiscal Year (results will display U-M wide recognition as well as SCU specific recognition) and/or Communication Preference.

Keywords: Constituent, Birthday, SCU, Site, Prospect, Alumni, Giving, Communication

Why use this report?

Use this report if you need to identify constituents for birthday greetings

E.g. Find all alumni of the School of Information that have donated to U-M in 2018 whose birthdays are in August.

How to use this report?

Scheduling

Please refer to this article for more information on scheduling reports: https//teamdynamix.umich.edu/TDClient/83/Portal/KB/ArticleDet?ID=7265

Running the Report Directly

Click the highlighted icon to bring up the user prompts.

If the report is taking too long to run, schedule the report (see above).

Prompts

You then need to set the prompts. (Prompts act as questions that help you to customize the information in a report to suit your own needs!)

Below are the available prompts (with explanation) —

  • Enter Birth Month (Required)

    • Allows users to enter a single Birth Month 

    • E.g., January, August, May
       

  • Select SCU Specific Communication Preference Codes (Optional) 

    • Allows users to also search for prospect tag comments within a particular site 

    • E.g., No E-mail Contact - School of Information; No E-Mail Solicitation - School of Information

Giving Information (At least 1 required)

Answer the following prompts displayed. Giving will be totaled based on all prompts answers.
 

  • Select S/C/U Rollup (Required)

    • Allows users to select a specific School, College, or Unit Rollup Name to be used in conjunction with the Minimum Recognition Amount

    • E.g., School of Information
       

  • Leave Blank for Lifetime Recognition or Enter Starting Fiscal Year (Optional)

    • Allows users to enter selected years to consider for calculating giving totals

    • Leave blank to pull based on Lifetime Recognition

    • Enter a specific year to pull based on total giving since that Starting Fiscal Year

Report Tabs

There is 1 report tab:

  • Birthday Report

    • Displays all donor information, including Birthdate, Age, Full Name, Address, Lifetime (MProfile-Style) Recognition Giving Information, and Contact Information. 

Print Article