SCU Revenue Transactions by Desig, Site, Site Rollup, Date v3.5

Where is it?

Link to Report: http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AWqbEMGWZbxOohIUJjoC7v8

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 transactions given ---

• Giving Information (i.e. Campus Rollup, VP Area Rollup, SCU Rollup, Site Name, Designation LookupID, or MPathways DeptID)
• Date Information (i.e. Revenue Start Date (including added/adjustment date), End Date (including added/adjustment date), and/or Fiscal Year)

Keywords: Essentials, Revenue, Payment, SCU

Why use this report?

Use this report if you need to:

1. Get a list of Gifts/Payments to an SCU;

2. Get a list of New pledges received this FY;

3. See the list of Planned Gifts across a specified date range

4. See the revenue transactions added during a specified date range to a list of funds/allocations/Designations

E.g. See the list of Planned Gifts added from FY2000 to now

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) —

Giving Information (Required)

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 Purpose 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 Select VP Area Rollup (Optional)

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

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

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

      • Allows users to restrict report to giving activity associated with a specific School, College, or Unit (SCU) Rollup

      • E.g., School of Information
         

    • AND/OR Enter Purpose Site Name (Optional)

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

      • E.g., School of Information
         

    • AND/OR Enter Designation LookupID (Optional)

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

    • AND/OR Purpose MPathways DeptID (Optional)

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

Date Information (Optional)

You may select a date range to get transactions in the range. If you also include the FY's, you can get all transactions in the range plus transactions in the FY. Leave blank for all.

• Enter Revenue Date (Start) (Optional)

  • Allows users to enter a starting date. This is equivalent to the credit date of the donor's donation; the date they signed the check or sent the payment. 

  • 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. This is equivalent to the credit date of the donor's donation; the date they signed the check or sent the payment. 

      • 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/OR Enter Revenue Date FY

      • Allows users to enter one or more fiscal year(s). This is a list of the FYs the transactions fall into. 

      • 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/OR Enter Revenue Added/Adjustment Date (Start)

      • Allows users to enter a starting date (i.e. the date that the transaction was added to or adjusted in DART). This date range will include all gifts by adjusted date and added 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 Added/Adjustment Date (End)

          • Allows users to enter an ending date (i.e. the date that the transaction was added to or adjusted in DART). This date range will include all gifts by adjusted date and added 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

Report Tabs

There are 11 report tabs:

• FY, Designation, Site Summary

  • Lists summary of all transactions by Site, Site Rollup, and Designation across all FYs
     

• Legal Gift Payments    

  • Lists all legal gift/payments. This includes outright one-time gifts, pledge payments, matching gift payments, planned gift payments (including realized bequests and life insurance premium payments), donor challenge claim payments and sponsored grant payments.
     

• Pledge (Scheduled)

  • All pledges in their total transaction amount. The donor will eventually pay this amount over the period of time the donor specifies. Pledge payments will appear on the "Legal Gift Payments" tab.
     

• Pledge Telemarketing

  • All pledges with the special "Telemarketing" type. These are pledges established by Telefund and are often immediately paid off in the system (and will have a corresponding Pledge Payment in the "Legal Gift Payments" tab).
     

• Conditional Pledge

  • All pledges with the special "Conditional" type. These are usually large pledges that cannot be booked as pledges for various reasons.
     

• Sponsored Grant

  • All pledges with the special "Sponsored Grant" type. These are established through the Office of Sponsored Research (ORSP) and are recorded here because they count as giving. Their payments will appear on the "Legal Gift Payments" tab.
     

• Matching Gift Claim

  • Lists all matching gift claims created by the system. These are created any time a matching gift company is attached to a donor who makes a gift to the University. When a company matches, the matching gift money will appear on the "Legal Gift payments" tab.
     

• Recurring Gift (Scheduled)

  • All Recurring Gifts (setup, no payments) in the system. These gifts will be paid periodically based on the donor's defined schedule and the payments will appear on the Legal Gift payments tab.
     

• Donor Challenge Claims

  • All donor challenges that are set up in the system. Donor challenges are donor-matched fund-drives. When a donor pays their challenge claim, payments will appear on the "Legal Gift Payments" tab.
     

• Planned Gift

  • All Planned Gifts setups in the system. Includes Life Insurance, Life Income Agreements, and Bequests. Payments on all Planned Gifts will appear in the "Legal Gift Payment" tab.
     

• Legal Gifts/Payments by Fund

  • Legal Donor Counts, Legal Gift Count, and Legal Giving Total Amounts by Designation (MPathways Number and Name) and Fiscal Year