Presidential Societies <25K

Tags President

Where is it?

Link to Report: http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AcCPLw.R2zFDuNo1h9CKf1w

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

​​​​​What does it do?

This Report

This report pulls all active constituents in an active Presidential Society with less than $25,000 in lifetime recognized giving.

Keywords

President

Why use this report?

Use this report if you need to identify active constituents in an active Presidential Society whose lifetime recognized giving is below $25,000.

E.g. Find all active Presidential Society members with less than $25,000 in lifetime giving to target for stewardship or engagement efforts.

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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  • Presidential Societies <25K

    • Shows a detailed table of active Presidential Society constituents, including household information, IDs, full names, spouse details, total recognition credit, and basic demographics (age, city, state).

    • Contains additional stewardship and prospecting details such as prospect manager, donor recognition notes, Presidential Society join and recognition dates, latest recognition gift information, and the most recent interaction summary, type, and date.

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