First-Time Donors to Site, Site Rollup or Designation Via Recognition - Monthly Schedule

Where is it?

Link to Report: https://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=ATwBHTqUb8ZAuZMO1RSZNoo

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

​​​​​What does it do?

This Report

This report pulls constituents who have made their first gift to a selected Site Rollup or Designation. Tabs list the constituent, the first-gift indicator, and related giving details. The report aggregates across selected Rollups or Designations, so a donor’s first gift to any item in the list is returned. Organizations and households are excluded.

This version is set up to only pull recognition/donors from the month prior to the report’s running.

Keywords

Donor, Recognition, Site, Site Rollup, Designation

Why use this report?

Use this report if you need to identify and analyze first-time donors to a particular school, college, or unit (SCU).

It can help you:

  • Track new donor activity within specific recognition segments.

  • Support stewardship or follow-up efforts for first-time donors.

  • Monitor acquisition trends for your SCU or designation.

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

Uploaded Image (Thumbnail)

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 Values for Recognition Purpose SCU Rollup

  • Displays the first gift to the selected School, College, or Unit (SCU).

Enter Value(s) for Communication Preference Code

  • Select the appropriate communication preference codes corresponding to your SCU.

  • Do not delete the default values already present (for example, university-wide and ABSOLUTE NO CONTACT codes).

Report Tabs

There is 1 report tab:

Uploaded Image (Thumbnail)

  • First Gift 1 Month

Displays detailed information about first-time donors, including:

  • Constituent ID and Full Name

  • Recognition Segment and Designation Details

  • First Gift Indicator

  • Communication Preference Codes

  • Contact Information (Primary Email, Address, City, State, ZIP, Country)

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