Honor Roll by LID

Where is it?

Link to Report: http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AVw05DdQXLBKp5sXC95YA0o

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

​​​​​What does it do?

This Report

This report pulls donors to be acknowledged in honor rolls or on donor walls. Results should be exported to Excel for processing. In Excel, users can apply formulas to identify associated donors, combine them into a single row, and remove duplicates.

Keywords

Honor Roll LID

Why use this report?

Use this report if you need to identify donors who should be acknowledged in honor rolls or on donor walls and prepare the data for publishing.

E.g. Export donor results to Excel to combine associated donors into a single entry and remove duplicates before finalizing recognition lists.

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) —

Minimum Recognition Amount (Required)

Answer the following prompt to set the minimum giving level required for inclusion in the report.

• Enter Minimum Recognition Amount

  • Specify the minimum recognized giving amount as a whole number without punctuation.

  • E.g., 100000

SCU / VP Area / Campus Filters (Optional)

Answer one of the following prompts to limit results to a specific organizational area or leave all blank for UM-wide results.

• Select SCU Rollup

  • Allows the user to select a specific School, College, or Unit.

  • E.g., Law School
     

• Select VP Area Rollup

  • Allows the user to select a Vice President–level area.

  • E.g., EVPMA
     

• Select Campus Rollup

  • Allows the user to restrict to a specific University of Michigan campus.

  • E.g., UM-Dearborn

Fund and Department Filters (Optional)

Use the following prompts to target giving to specific funds or departments.

• Enter MPathways DeptID

  • Allows the user to enter the 6-digit DeptID for a specific site.

  • E.g., 123456
     

• Enter Designation LookupID

  • Allows the user to enter the 6-digit Designation LookupID/Shortcode for desired funds. Multiple values may be entered when separated by a semicolon.

  • E.g., 123456; 789101
     

• Select Campus Rollup

  • Allows the user to restrict to a specific University of Michigan campus.

  • E.g., UM-Dearborn

Fiscal Year Range (Optional)

Use the following prompts to define the giving timeframe; leave blank for lifetime or giving-to-date totals.

• Enter Starting Fiscal Year

  • Sets the beginning of the giving range.

  • E.g., 2010
     

• Enter Ending Fiscal Year

  • Sets the end of the giving range.

  • E.g., 2024

Report Tabs

There are 3 report tabs:

• Honor Roll Data

  • Shows constituents for honor roll recognition, including names, household/spouse info, class/degree, activity status, and giving details.

  • Includes total recognition, payments, pledges, balance, planned gifts, anonymous gifts, and associated donors.

• Transaction Details

  • Shows recognition transactions, including LookupIDs, amounts, dates, pledge applications, balance, transaction types, anonymous gifts, and designation info.

• Honor Roll Data 2

  • Shows honor roll constituents with extended info, including class year, title, names, activity status, and giving details.

  • Includes total recognition, payments, pledges, balance, planned gifts, anonymous gifts, and associated donors.