Where is it?

Link to Report: http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=Ad6NUtJGYoNJniqv5Bj0vEE

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

​​​​​What does it do?

This report is designed to pull all gifts for which a donor has received recognition credit given a donor's Constituent LookupID (LID). Users also have the option to restrict results based on -- 

• Start and End dates for giving (i.e. Starting/Ending Gift Date and Starting/Ending FY)
• Rollup Information (i.e. SCU, VP Area, Campus, Constructed Site, MPathways DeptID, Designation LID)
• Unit Campaign Name

Keywords: Essentials, Recognition, Revenue, LookupID

Why use this report?

Use this report if you need to:

1. Verify recognition total reported

2. Identify associated (aka legal) donors

E.g. Find all gifts associated with a particular constituent, as well as the legal donors for the gift (if not the specified constituent themselves)

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 Constituent LookupID(s) (Required)

  • Allows users to enter one or more Constituent LIDs

  • If entering multiple, LIDs must be separated by a semicolon (;)

  • E.g., 1234567;7654321
     

• Enter “Prepared by:” Name (Optional)

  • Enter the name of the OUD staff member creating the report

  • NOTE: This is the report runner’s name 

  • E.g., Serena Touqan    

Date Information (Optional - answer in pairs)

Answer the following prompts in pairs. To report on Lifetime giving, leave all blank

• Enter Starting Gift Date

  • Allows users to enter a starting date, searching for recognition credits recorded on or after that date

  • NOTE: Business Objects does not prevent you from entering an invalid date (ex. 1/1/0221), so double check the dates you enter. Alternatively, you may use the calendar icon to the right of the input field to select a date rather than typing one in manually

  • E.g., 1/1/2021 or 01/01/2021
     

    • AND Enter Ending Gift Date

      • Allows users to enter an ending date, searching for recognition credits recorded on or before that date

      • NOTE: You may use the calendar icon to the right of the input field to select a date rather than typing one in manually

      • E.g., 1/1/2021 or 01/01/2021
         

• Enter Starting Fiscal Year

  • Allows users to enter a starting fiscal year, searching for recognition credits recorded on or after that year

  • NOTE: A fiscal year begins in July and ends in June of the next year. For example, the 2025 fiscal year begins July 1st, 2024 and ends June 30th, 2025. 

  • E.g., 2021
     

    • AND Enter Ending Fiscal Year

      • Allows users to enter an ending fiscal year, searching for recognition credits recorded on or before that year

      • NOTE: A fiscal year begins in July and ends in June of the next year. For example, the 2025 fiscal year begins July 1st, 2024 and ends June 30th, 2025. 

      • E.g., 2021

Giving Information (Optional)

Answer at least one of the following prompts to be displayed. You may select as many of these levels as you wish. To report on University Wide giving, leave all blank

• Enter S/C/U Rollup (Optional)

  • Allows users to restrict report to only gifts associated with a specific School, College, or Unit (SCU) Rollup Name to display Lifetime Giving Information

  • E.g., School of Information
     

    • AND/OR Select VP Area Rollup (Optional)

      • Allows users to restrict report to only gifts associated with a specific  VP Rollup Name

      • E.g., Office of the President, VP for Development
         

    • AND/OR Enter Campus Rollup (Optional)

      • Allows users to restrict report to only gifts associated with a specific  Campus Rollup

      • E.g., Univ of Michigan-Ann-Arbor, Univ of Michigan-Dearborn
         

    • AND/OR Enter Constructed Site Rollup (Optional)

      • Allows users to restrict report to only gifts associated with a specific Constructed Site Rollup.

      • E.g., School of Information
         

    • AND/OR MPathways DeptID (Optional)

      • Allows users to restrict report to only gifts associated with a specific MPathways DeptID
         

    • AND/OR Enter Designation LookupID (Optional)

      • Allows users to restrict report to only gifts associated with a specific  Designation LookupID (aka Shortcode)

Campaign Information (Optional)

• Select Unit Campaign Name (Optional)

  • Allows users to restrict report to only gifts associated with a particular campaign

  • NOTE: Though users can select a Victors for Michigan sub-campaign from the prompted list, it will yield no results. 

  • E.g., Bentley Historical Library - Look to Michigan

Report Tabs

There are 10 report tabs:

• Total by Type and Donor    

  • Provides UM Wide and L2M total per individual based on recognition type and legal donor

  • Includes Payments Received, Commitments, and Expectancies
     

• Lifetime Payment Details     

  • Provides details on all gift payment transactions (including payments on Pledges and Planned Gifts) included in donor's recognition total for period and site specified

  • Includes FY, Effective Date, Amount, Type, Revenue LID, Legal Donor information (i.e. LID, Full Name), Designation, Site, Constructed Site Rollup, and Tribute Text
     

• Lifetime Pledge Details

  • Provides details on all pledges with a balance still due

  • Includes FY, Effective Date, Amount, Type, Revenue LID, Legal Donor information (i.e. LID, Full Name), Designation, Site, and Constructed Site Rollup
     

• Lifetime Planned Gift Details    

  • Provides details on all planned gifts with a balance still due

  • Includes FY, Effective Date, Amount, Type, Revenue LID, Legal Donor information (i.e. LID, Full Name), Designation, Site, and Constructed Site Rollup
     

• Campaign Rec Detail    

  • Provides details on all gift transactions (payments, commitments, and expectancies) included in donor's recognition total for L2M and user-prompted sub-campaign if selected

  • Includes FY, Effective Date, Amount, Type, Revenue LID, Legal Donor information (i.e. LID, Full Name), Designation, Site, Constructed Site Rollup, and Tribute Text
     

• Lifetime by Site and FY

  • Provides the sum of giving information (i.e. Recognition Amount, Expectancies, Commitments, and Total Lifetime Gift Credit Amounts – excluding Campaign Giving) by all selected donors in total and for each of the last 10 FYs, broken down by site

  • Includes Payments Received, Commitments, and Expectancies
     

• Campaign by Site and FY

  • Provides the sum of campaign giving information (i.e. Recognition Amount, Expectancies, Commitments, and Total Lifetime Gift Credit Amounts) by all selected donors in total and for each of the last 7 FYs, broken down by site

  • Includes Site, Payments Received, Commitments, and Expectancies
     

• Relationships

  • Provides a list of all constituent relationships and default recognition credit matching percentages. Recognition totals shown are for that related Individual or Organization

  • Includes LID, Active Status, Relationship information (i.e. type, start and end dates), Credit %, and Planned Gift Totals
     

• For Donor-Gift Detail

  • Provides details on all gifts in the period

  • NOTE: This report has been designed and formatted for the constituent

  • Includes Summary (i.e. Recognition Amount, Gifts Received, Pledge Open Balance, and Total Planned Gifts) Gifts Received (i.e. Gift Date, Credit Amount, Designation Name and ID) Pledged Gifts (i.e. Gift Date, Pledge Balance Due, Designation Name and ID) and Planned Gifts (i.e. Gift Date and Type, Total Planned Gifts, Designation Name and ID)
     

• For Donor-Summary

  • Provides details on all gifts in the period by selected sites and designations

  • NOTE: This report has been designed and formatted for the constituent

  • Includes Recognition Total, Gift Amounts, Pledge Open Balance, Planned Gifts, Credit Amount, and Designation ID