Active Annual Fund and Annual Giving Flagged Designation List

Where is it?

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

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

​​​​​What does it do?

This Report

This report pulls Annual Funds / Designations and Annual Giving Flagged Accounts, based on the criteria entered in the query prompts. Some funds are both Annual Giving Flagged and Annual Funds.

Why use this report?

Use this report to quickly identify and compare Annual Funds/Designations and Annual Giving–flagged accounts that match your selected criteria, including any overlap between the two.

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) —

Purpose Site Name (Optional)

Answer the following prompt to restrict the funds to those which roll up to the selected Site(s). Selecting multiple Sites will expand search parameters

• Enter value(s) for Purpose Site Name

  • You may select one or more Sites

  • E.g., College of Engineering

Purpose SCU Rollup (Optional)

Answer the following prompt to restrict the funds to those which roll up to the selected SCU(s). Selecting multiple SCUs will expand search parameters

• Enter value(s) for Purpose SCU Rollup

  • You may select one or more SCUs

  • E.g., Medical School

Purpose VP Area Rollup (Optional)

Answer the following prompt to restrict the funds to those which roll up to the selected VP Rollup(s). Selecting multiple VP Rollups will expand search parameters

• Enter value(s) for Purpose VP Area Rollup

  • You may select one or more VP Rollups

  • E.g., VP for Academic Affairs

Purpose Campus Rollup (Optional)

Answer the following prompt to restrict the funds to those which roll up to the selected Campus(es). Selecting multiple Campuses will expand search parameters

• Enter value(s) for Purpose Campus Rollup

  • You may select one or more Campus Rollup

  • E.g., Ann Arbor

Report Tabs

There are 4 report tabs:

• Annual Giving Flagged

  • Displays all Annual Giving Flagged Funds / Designations, based on the criteria entered in the query prompts. Some funds are both Annual Giving Flagged and Annual Funds.

• Annual Funds

  • Displays all Annual Funds / Designations, based on the criteria entered in the query prompts.

• Combined List

  • Displays BOTH Annual Funds / Designations and Annual Giving Flagged Accounts, based on the criteria entered in the query prompts.

• Combined List - Legacy

  • Displays BOTH Annual Funds / Designations and Annual Giving Flagged Accounts that are INACTIVE as AF or AG Flagged accounts, based on the criteria entered in the query prompts.