Alumni Solicitation Profile Report

Where is it?

Link to Report: 

http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AWFrKIml87lKkOARyVsmPvg

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

​​​​​What does it do?

This Report

This report gives a count of Alumni by unit and exclusions for solicitation including their Communication Preferences, Pending Asks, and Memorial Donors. Counts also include Donor Status broken down by contactable, and not contactable.

Why use this report?

Use this report to get an accurate, unit-level view of how many alumni are eligible for solicitation and why others must be excluded. By breaking down donor status into contactable vs. not contactable, the report helps you size realistic solicitation audiences, plan segmentation and campaign strategy, and clearly explain how final counts were determined.

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) —

Education Unit (Required)

Answer the following prompt to filter results to specific education units alumni are connected to

• Enter value(s) for Education Unit

  • You may select one or more education units

  • E.g., College of Engineering

Recognition Constructed Site Rollup (Required)

Answer the following prompt to restrict the most recent gift to those given to the unit selected

• Enter value(s) for Recognition Constructed Site Rollup

  • You may select one or more Recognition Constructed Site Rollup

  • E.g., Medical School

Education Degree (Optional)

Answer the following prompt to filter to specific degrees an alumni has

• Enter value(s) for Education Degree

  • You may select multiple Education Degrees

  • E.g., M.D.

Report Details (Required)

This prompt is defaulted to “No”, change it to “Yes” to include the report details for the Alumni counts

• Include Report Details?

  • You may select either “Yes” or “No” for including report details

Report Tabs

There are 2 report tabs:

• Alumni Counts

  • Shows the counts of Alumni to the selected unit and counts of contactable Alumni, based on Donor States

  • Contains breakdowns for Degree Affiliation, Universal Exclusions, Donor Status, and Lost Alumni

• Alumni of Unit Detail

  • Displays the detail of the alumni data that is aggregated on the Alumni Counts tab

  • It is sorted by default to put “Lost” alumni at the top