Total Lifetime Recognition by LID for Last 10 FYs

Where is it?

Link to Report: http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=ATnVFwUi0WRDvkW0bun_vYg

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

​​​​​What does it do?

This Report

This report displays lifetime recognition by LID for the past 10 fiscal years.

Keywords

Recognition LID

Why use this report?

Use this report if you need to review lifetime recognition by fund (LID) over the past 10 fiscal years.

E.g. Analyze giving trends for specific funds to inform fundraising strategy or reporting.

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 and Fund Filters (Required)

Answer the following prompt to include specific companies in the report.

• Enter Constituent LookupIDs

  • You may enter one or more LookupIDs for companies to display their data.

  • E.g., 123456; 789101

Fund and Organizational Filters (Optional)

Answer the following prompts to limit the report by fund, department, or organizational area.

• Select Designation

  • You may select a specific designation to filter results.

  • E.g., 654321
     

• Select MPathwaysID

  • You may enter a specific MPathways department ID to filter results.

  • E.g., 112233
     

• Select Site

  • You may select a site to filter results.

  • E.g., Ann Arbor Development Office
     

• Select SCU

  • You may select a School, College, or Unit to filter results.

  • E.g., Law School
     

• Select VP

  • You may select a VP Area to filter results.

  • E.g., EVPMA
     

• Select Campus

  • You may select a campus to filter results.

  • E.g., UM-Dearborn

Report Tabs

There is 1 report tab:

• Report Tab 1

  • Shows prospects with demographic and affiliation info, including LookupID, name, active status, constituency, age, gender, degree, class year, and household.

  • Includes total recognition for each of the past ten fiscal years.