Revenue Donors by Designation, DeptID, or SCU

Where is it?

Link to Report: http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AVdDRbcZ8e1Fj2yt2pHY5xc

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 Revenue Donors of Gift Payments (aka Legal Donors of Gift Payments) given ---

• Giving Information (i.e. Designation, MPathways DeptID, SCU, Campus, or Site) 
• Prompted Timeframe (i.e. Revenue Date (Start/End), Revenue Fiscal Year (FY))

Keywords: Essentials, Revenue, Donor, SCU

Why use this report?

Use this report if you need to view all legal donors associated with a particular Designation, MPathways DeptID, or SCU

E.g. Pull a list of all legal donors associated with the School of Information

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 Revenue Date (Start) (Optional)

  • Allows users to enter an starting date, including donors who have donated 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 Revenue Date (End) (Optional)

      • Allows users to enter an ending date, including donors who have donated on or before 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
         

    • OR Enter Revenue FY

      • Allows users to enter one or more fiscal years

      • 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 one or more 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 Designation LookupID (Optional)

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

    • AND/OR Enter MPathways DeptID (Optional)

      • Allows Users to restrict report to only donors associated with a specific MPathways DeptID
         

    • AND/OR Enter S/C/U Rollup (Optional)

      • Allows Users to restrict report to only donors associated with a specific School, College, or Unit (SCU) Rollup 

      • E.g., School of Information
         

    • AND/OR Enter Campus Rollup (Optional)

      • Allows Users to restrict report to only donors associated with a specific  Campus Rollup

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

    • AND/OR Enter Site Name 

      • Allows Users to restrict report to only donors associated with a specific Site Name

      • E.g., School of Information

Report Tabs

There are 3 report tabs:

• SCU Designation Summary    

  • Provides total gifts (in $), as well as number of gifts and number of donors, in the specified revenue date range, broken down by FY and Designation

  • Includes Total Gifts (in $), Number of Donors, and Number of Gifts for the Revenue Date FY as well as Total Gifts (in $), Number of Donors, and Number of Gifts for a specific Designation
     

• Donor Summary     

  • Provides details on all legal donors to the specified Designation

  • NOTE: Donors are only listed once. Total given is included along with Primary Address Info

  • Includes LID, Active Status, Full Name, Regent’s Hierarchical Constituency, Degree, Spouse LID, Spouse Full Name, Household LID, Email, Address, and Total Credits for Payment
     

• Gift Detail

  • Provides details on each individual gift made by donors associated with the specified Designation

  • Includes LID, Full Name, Revenue LID, Payment Type, Revenue Date, Designation Public Name, Purpose Constructed Site Rollup, Appeal Name, MarketingEffortID, Marketing Effort Name, and Marketing Effort Segment Name