First Gifts of Top 1000 Donors

Where is it?

Link to Report: http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AQsnJMZ2htRMsbsmIvo9RHQ

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

​​​​​What does it do?

This Report

This report pulls the first gift made by the top 1,000 donors to the university, based on revenue payments. Outstanding pledges and planned gifts are excluded.

Keywords

Donor, Gift, First Gift

Why use this report?

Use this report if you need to see the first gift made by the university’s top 1,000 donors based on revenue payments. It’s helpful for analyzing early giving patterns among major donors.

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

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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

This report does not include any prompts. All data is pre-defined, and no additional customization or filtering is required by the user.

Report Tabs

There is 1 report tab:

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  • Top 1,000 Donor First Gift Report

    • Ranks the top 1,000 donors and displays their Lookup ID and Full Name.

    • Includes donor attributes such as Regent’s status, hierarchical constituency, and aggregate degree.

    • Shows details of each donor’s first gift, including amount, revenue ID, and gift date.

    • Provides each donor’s total lifetime revenue (payments).

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