DART FY Production Report by SCU/VP/Campus/Site or Region

Where is it?

Link to Report: http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AfsZD2hOt91EnSV5jtsfv8Q

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 a summary of all transactions that have been entered in DART given ---

  • Start and End dates for giving (i.e. Revenue Date FY Start/End, Revenue Fiscal Month)
  • Rollup Information (i.e. SCU, VP Area, Campus, MPathways DeptID, Site Name, Designation LookupID)
  • Geographic Information (i.e. Primary Metro Area, Major Gift Region, Greater Metro Area, County, State)

This report shows Production Credit totals — meaning it removes, wherever possible, all payments or gifts made downstream of an original gift or gift intention declared by the donor. For more information on Production Credit, please see this article on counting methodologies. 

Keywords: Essentials, Revenue, Fiscal Year, Gift, Fiscal year

Why use this report?

Use this report if you need to view University of Michigan’s (or a specific Rollup/Region’s) overall production values by Fiscal Year (accounting for gift adjustments and corrections, without including subsequent pledge or planned gift payments).

E.g. View historical giving activity for LSA during the 2024 fiscal year

 

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

Please refer to this video tutorial for a visual walkthrough of running the report:

INSERT LINK HERE

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 Revenue Date FY (Start) (Optional)

    • Allows users to enter a starting fiscal year, aggregating giving activity for during and 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
       

  • Enter Revenue Date FY (End) (Optional)

    • Allows users to enter an ending fiscal year, aggregating giving activity for during and 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 and you must select something in this section or you will get no results

  • 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 Enter VP Area Rollup (Optional)

        • Allows users to restrict report to giving activity 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 giving activity associated with a specific Campus Rollup

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

      • AND/OR Enter Site Name (Optional)

        • Allows users to restrict report to giving activity associated with a specific Site

        • E.g., School of Information
           

      • AND/OR MPathways DeptID (Optional)

        • Allows users to restrict report to giving activity associated with a specific MPathways DeptID
           

      • AND/OR Enter Designation LookupID (Optional)

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

Geographic Information (Optional)

  • Enter Value(s) for PA Greater Metro Area (Optional)

    • Allows users to select a greater metro area

    • NOTE: Greater Metro Area is defined as a Major city and all adjacent suburbs

    • E.g., Greater Detroit, MI includes Dearborn, Dearborn Heights, Livonia
       

  • Enter Value(s) for PA Primary Metro Area (Optional)

    • Allows users to select a primary metro area

    • NOTE: Primary Metro Area is defined as a Major city and all cities within a reasonable (~45 minute) commute

    • E.g., Detroit-Ann Arbor, MI CMSA, Minneapolis-St. Paul, MN
       

  • Enter Value(s) for PA Major Gift Region (Optional)

    • Allows users to select a specific Major Gift Region

    • E.g., Midwest, Southern States
       

  • Enter Value(s) for PA County (Optional)

    • Allows users to select one or more counties

    • E.g., Wayne, Washtenaw
       

  • Enter Value(s) for PA State (Optional)

    • Allows users to select one or more states

    • E.g., Michigan, Texas, California

Report Tabs

There are 21 report tabs:

  • 1a. FY Production by FY    

    • Shows FY Production totals (by Fiscal Year if multiple are selected), in the 3 major categories (i.e., Gifts, Commitments, Expectancies) and 9 subcategories (i.e., One-Time Gifts, Unreported Realized Bequests, Pledge Total Amounts, Conditional Pledge Total Amounts, Life Income Agreements, Life Insurance, Bequests and Retirement Plans, Other, and Sponsor Grants) with totals. Cash dollars are presented here for comparison and cannot be counted or summed with Production Totals.
       

  • 1b. FY Production Count by FY        

    • Shows FY Production totals (by Fiscal Year if multiple are selected), donor counts, and gift counts in the 3 major categories (i.e., Gifts, Commitments, Expectancies) and 9 subcategories (i.e., One-Time Gifts, Unreported Realized Bequests, Pledge Total Amounts, Conditional Pledge Total Amounts, Life Income Agreements, Life Insurance, Bequests and Retirement Plans, Other, and Sponsor Grants) with totals.
       

  • 2. FY Production by FY, Month

    • Shows FY Production totals — broken down by revenue categories and sub-categories — by Fiscal year and Fiscal month.
       

  • 3. FY Production by FY, Purpose    

    • Shows FY Production totals — broken down by FY and Purpose Category (e.g. Discretionary - Dean's Discretionary; Student Support - Need-based Scholarships) — in the 3 major categories (i.e., Gifts, Commitments, Expectancies) and 9 subcategories (i.e., One-Time Gifts, Unreported Realized Bequests, Pledge Total Amounts, Conditional Pledge Total Amounts, Life Income Agreements, Life Insurance, Bequests and Retirement Plans, Other, and Sponsor Grants) with totals
       

  • 4a. FY Prod by Site Rollup    

    • Shows FY Production totals — broken down by the FY and Site reported to the Regents — in the 3 major categories (i.e., Gifts, Commitments, Expectancies) and 9 subcategories (i.e., One-Time Gifts, Unreported Realized Bequests, Pledge Total Amounts, Conditional Pledge Total Amounts, Life Income Agreements, Life Insurance, Bequests and Retirement Plans, Other, and Sponsor Grants) with totals
       

  • 4b. FY Prod by Detailed Site

    • Shows FY Production totals — broken down by the FY and department —  in the 3 major categories (i.e., Gifts, Commitments, Expectancies) and 9 subcategories (i.e., One-Time Gifts, Unreported Realized Bequests, Pledge Total Amounts, Conditional Pledge Total Amounts, Life Income Agreements, Life Insurance, Bequests and Retirement Plans, Other, and Sponsor Grants) with totals

    • NOTE: Not all site levels will have departmental breakdowns
       

  • 4c. FY Prod by Const Type

    • Shows FY Production totals — broken down by FY and Regent’s Hierarchical Constituency —  in the 3 major categories (i.e., Gifts, Commitments, Expectancies) and 9 subcategories (i.e., One-Time Gifts, Unreported Realized Bequests, Pledge Total Amounts, Conditional Pledge Total Amounts, Life Income Agreements, Life Insurance, Bequests and Retirement Plans, Other, and Sponsor Grants) with totals
       

  • 5a. FY Prod by Major Gift Region

    • Shows FY Production totals – broken down by FY and Major Gift Region — in the 3 major categories (i.e., Gifts, Commitments, Expectancies) and 9 subcategories (i.e., One-Time Gifts, Unreported Realized Bequests, Pledge Total Amounts, Conditional Pledge Total Amounts, Life Income Agreements, Life Insurance, Bequests and Retirement Plans, Other, and Sponsor Grants) with totals
       

  • 5b. FY Prod by PMA

    • Shows FY Production totals — broken down by FY and Primary Metro Area — in the 3 major categories (i.e., Gifts, Commitments, Expectancies) and 9 subcategories (i.e., One-Time Gifts, Unreported Realized Bequests, Pledge Total Amounts, Conditional Pledge Total Amounts, Life Income Agreements, Life Insurance, Bequests and Retirement Plans, Other, and Sponsor Grants) with totals
       

  • 6a. One-Time Gifts Detail

    • All transactions counted in the “One-time Gifts” column

    • Includes Legal Donor Information (i.e. LID, Full Name, Regent’s Hierarchical Constituency), Revenue Information (i.e. LID, Application Type, Application, Transaction Type, Payment Method, Category, Channel, Pledge Subtype, Planned Gift Vehicle, Date, FY, Application Amount) and Designation Information (i.e. LID, Name, Use Code, Purpose Category), MPathways DeptID, Purpose Site Name, Purpose SCU Rollup, Purpose VP Area Rollup, Purpose Campus Rollup, Purpose Constructed Site Rollup, and GL Fund Code 
       

  • 6b. Unreported Realized Bequests

    • All transactions counted in the “Unreported Realized Bequests” column, which are all Realized Bequests that the University did not know about until distribution of estate money begins

    • Includes Legal Donor Information (i.e. LID, Full Name, Regent’s Hierarchical Constituency), Revenue Information (i.e. LID, Application Type, Application, Transaction Type, Payment Method, Category, Channel, Pledge Subtype, Planned Gift Vehicle, Date, FY, Application Amount) and Designation Information (i.e. LID, Name, Use Code, Purpose Category), MPathways DeptID, Purpose Site Name, Purpose SCU Rollup, Purpose VP Area Rollup, Purpose Campus Rollup, Purpose Constructed Site Rollup, and GL Fund Code 
       

  • 6c. Pledge Detail

    • All transactions counted in the “Pledge Total Amt” column

    • Includes Legal Donor Information (i.e. LID, Full Name, Regent’s Hierarchical Constituency), Revenue Information (i.e. LID, Application Type, Application, Transaction Type, Payment Method, Category, Channel, Pledge Subtype, Planned Gift Vehicle, Date, FY, Application Amount) and Designation Information (i.e. LID, Name, Use Code, Purpose Category), MPathways DeptID, Purpose Site Name, Purpose SCU Rollup, Purpose VP Area Rollup, Purpose Campus Rollup, Purpose Constructed Site Rollup, and GL Fund Code 
       

  • 6e. Cond Pledge Detail

    • All transactions counted in the “Condition Pledge Total Amt” column

    • Includes Legal Donor Information (i.e. LID, Full Name, Regent’s Hierarchical Constituency), Revenue Information (i.e. LID, Application Type, Application, Transaction Type, Payment Method, Category, Channel, Pledge Subtype, Planned Gift Vehicle, Date, FY, Application Amount) and Designation Information (i.e. LID, Name, Use Code, Purpose Category), MPathways DeptID, Purpose Site Name, Purpose SCU Rollup, Purpose VP Area Rollup, Purpose Campus Rollup, Purpose Constructed Site Rollup, and GL Fund Code 
       

  • 6f. LIA Detail

    • All transactions counted in the “Life Income Agreements” column

    • Includes Legal Donor Information (i.e. LID, Full Name, Regent’s Hierarchical Constituency), Revenue Information (i.e. LID, Application Type, Application, Transaction Type, Payment Method, Category, Channel, Pledge Subtype, Planned Gift Vehicle, Date, FY, Application Amount) and Designation Information (i.e. LID, Name, Use Code, Purpose Category), MPathways DeptID, Purpose Site Name, Purpose SCU Rollup, Purpose VP Area Rollup, Purpose Campus Rollup, Purpose Constructed Site Rollup, and GL Fund Code 
       

  • 6g. Bequest Detail

    • All transactions counted in the “Bequests” column

    • Includes Legal Donor Information (i.e. LID, Full Name, Regent’s Hierarchical Constituency), Revenue Information (i.e. LID, Application Type, Application, Transaction Type, Payment Method, Category, Channel, Pledge Subtype, Planned Gift Vehicle, Date, FY, Application Amount) and Designation Information (i.e. LID, Name, Use Code, Purpose Category), MPathways DeptID, Purpose Site Name, Purpose SCU Rollup, Purpose VP Area Rollup, Purpose Campus Rollup, Purpose Constructed Site Rollup, and GL Fund Code 
       

  • 6h. Life Ins Detail

    • All transactions counted in the “Life Insurance” column

    • Includes Legal Donor Information (i.e. LID, Full Name, Regent’s Hierarchical Constituency), Geographic Information (i.e. Major Gift Region, Greater Metro Area, Country, State), Revenue Information (i.e. LID, Application Type, Application, Transaction Type, Payment Method, Category, Channel, Pledge Subtype, Planned Gift Vehicle, Date, FY, Application Amount) and Designation Information (i.e. LID, Name, Use Code, Purpose Category), MPathways DeptID, Purpose Site Name, Purpose SCU Rollup, Purpose VP Area Rollup, Purpose Campus Rollup, Purpose Constructed Site Rollup, and GL Fund Code 
       

  • 6i. PG Other Detail

    • All transactions counted in the “Other” column

    • Includes Charitable Lead Annuity Trusts and Charitable Lead Unitrust gifts

    • Includes Legal Donor Information (i.e. LID, Full Name, Regent’s Hierarchical Constituency), Geographic Information (i.e. Major Gift Region, Greater Metro Area, Country, State), Revenue Information (i.e. LID, Application Type, Application, Transaction Type, Payment Method, Category, Channel, Pledge Subtype, Planned Gift Vehicle, Date, FY, Application Amount) and Designation Information (i.e. LID, Name, Use Code, Purpose Category), MPathways DeptID, Purpose Site Name, Purpose SCU Rollup, Purpose VP Area Rollup, Purpose Campus Rollup, Purpose Constructed Site Rollup, and GL Fund Code 
       

  • 6j. Grant Detail

    • All transactions counted in the “Sponsored Grant Total Amt” column

    • Includes Legal Donor Information (i.e. LID, Full Name, Regent’s Hierarchical Constituency), Revenue Information (i.e. LID, Application Type, Application, Transaction Type, Payment Method, Category, Channel, Pledge Subtype, Planned Gift Vehicle, Date, FY, Application Amount) and Designation Information (i.e. Use Code, LID, Name, Use Code, Purpose Category), MPathways DeptID, Purpose Site Name, Purpose SCU Rollup, Purpose VP Area Rollup, Purpose Campus Rollup, Purpose Constructed Site Rollup, and GL Fund Code 
       

  • 6k. Grant Payment

    • All transactions counted in the “Sponsored Grant Payments” column

    • Includes Legal Donor Information (i.e. LID, Full Name, Regent’s Hierarchical Constituency), Revenue Information (i.e. LID, Application Type, Application, Transaction Type, Payment Method, Category, Channel, Pledge Subtype, Planned Gift Vehicle, Date, FY, Application Amount) and Designation Information (i.e. Use Code, LID, Name, Use Code, Purpose Category), MPathways DeptID, Purpose Site Name, Purpose SCU Rollup, Purpose VP Area Rollup, Purpose Campus Rollup, Purpose Constructed Site Rollup, and GL Fund Code 
       

  • 7. Legal Gifts Detail

    • All transactions counted in the “TOTAL LEGAL GIVING (cash)” column

    • Includes Legal Donor Information (i.e. LID, Full Name, Regent’s Hierarchical Constituency), Revenue Information (i.e. LID, Application Type, Application, Transaction Type, Payment Method, Category, Channel, Pledge Subtype, Planned Gift Vehicle, Date, FY, Application Amount) and Designation Information (i.e. LID, Name, Use Code, Purpose Category), MPathways DeptID, Purpose Site Name, Purpose SCU Rollup, Purpose VP Area Rollup, Purpose Campus Rollup, Purpose Constructed Site Rollup, and GL Fund Code  

    • NOTE: This cannot be combined/summed with production totals
       

  • 8. Counts by Designation Codes

    • Summary tab that details the Number of Constituents, Number of Transactions, and Amount of Revenue per each designation type

    • NOTE: Do not sum the columns or rows in the constituents or transactions tables. Constituents may give to more than one designation type, and transactions may have more than one designation type.
       









 

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