Stewardship Endowment Report- SCU Prompt

Where is it?

Link to Report: http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AayqGI2Mg.BKjEFCysKp1jg

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 donors with a stewardship letter code that matches a user-specified value. Users can verify financial information on linked endowments, quasi funds, and related expendables using the Endowment Letter Data tab. The corresponding letter tab allows users to view letters and save them as PDFs, which can then be converted to Word for individual editing.

Keywords

Endowment SCU

Why use this report?

Use this report if you need to identify donors tied to a specific stewardship letter code and review the financial details of their associated endowments, quasi funds, or expendable funds.

E.g. Confirm which donors should receive a particular stewardship letter, verify fund data, and download letter PDFs for individual customization.

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) —

Constituent Stewardship Type (Required)

Answer this prompt to specify the exact stewardship letter type you want to pull. Only one value should be selected.

• Enter value(s) for Constituent Stewardship Type

  • Determines which letter version appears in the report.

  • E.g., Endowment; Expendable

Letter Count Filters (Optional)

Use these prompts to limit results to donors with a specific range of stewardship letter codes.

• Enter # of Endowment Letters Minimum (>=)

  • Sets the minimum number of letter codes. Enter 0 to include all donors with a letter.

  • E.g., 2 = donors with 2 or more codes
     

• Enter Letter Count Cutoff (<=)

  • Sets the maximum number of letter codes. Leave blank to include all.

  • E.g., 1 = donors with one or fewer letters

Current Fiscal Year Parameters (Required)

Use these prompts to define the reporting period for the current fiscal year.

• Enter Quarter End Date for Current FY

  • Must align with the ending accounting period.

  • E.g., 06/30/2012
     

• Enter Current Fiscal Year

  • Sets the fiscal year being reported.

  • E.g., 2012
     

• Enter Accounting Period (Start)

  • Defines the starting accounting period.

    • Annual letters: 1

    • Biannual July–December: 1

    • Biannual January–June: 2
       

• Enter Current Fiscal Year

  • Defines the ending accounting period.

    • Annual letters: 12

    • July–December: 6

    • January–June: 12

Previous Fiscal Year Parameters (Required)

Used to pull comparison data from the prior fiscal year.

• Enter Quarter End Date for Previous FY

  • Must align with the starting accounting period.

  • E.g., 12/31
     

• Enter Previous Fiscal Year

  • Sets the fiscal year for prior-year data.

  • E.g., 2011

Report Tabs

There are 5 report tabs:

• Endowment Fund Data

  • Shows constituent and mailing details for donors linked to endowed funds, including stewardship type, spouse info, and full address.

  • Contains designation and purpose rollup fields to confirm the fund associated with each donor.

  • Includes key financial data for True and Quasi endowments—market value, book value, shares, and distributions for current and previous fiscal years—along with related planned giving and fund activity balances to support accurate stewardship reporting.

• Merge & Envelope Data

  • Shows the mailing details needed for creating letters and envelopes, including constituent LookupID, envelope name, letter/report name, and salutation.

  • Contains full postal address fields—street lines, city, state, ZIP, and country—to support accurate mail merges and envelope production.

• Annual FY Endow Forms

  • Shows donor-specific endowment activity, including fund name, report period, market/book values, shares, and distributions, in a letter-ready format for stewardship reporting.

• Annual FY Endow-Expenses

  • Shows endowment and expendable fund activity for each donor, including market/book values, distributions, gifts, transfers, gains/losses, and expenditures.

  • Provides a donor-ready summary combining endowment and expendable fund activity for the fiscal year to support stewardship reporting.

• Annual FY Endow-Exp - No Text

  • Shows endowment and expendable fund activity for each donor, including market/book values, distributions, gifts, transfers, gains/losses, and expenditures, without donor letter text.

  • Provides a concise fiscal-year summary for stewardship and financial review purposes.