Annual Giving Cash Report

Where is it?

Link to Report: 

http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=Ab8U16IMF2ZFskqoVNgiJHU

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

​​​​​What does it do?

This Report

This report pulls all gifts of $25k and less by academic unit EXCEPT pledge payments on pledges over $25k, based on revenue (legal) credit. The report provides separate tabs for Annual Fund and Flagged accounts for academic and non-academic units as well as a YOY summary of all gifts (payments) that are $25k or less.

Why use this report?

Use this report to monitor and analyze gift activity of $25,000 and less by academic unit using revenue credit. It is especially useful for understanding annual giving performance while excluding pledge payments tied to pledges over $25,000, so results reflect the intended giving level. The year-over-year summary of qualifying gifts (payments) also helps you track trends over time and provide consistent performance updates to stakeholders.

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

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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) —

Current Fiscal Year (Required)

Answer the following prompt to restrict giving to the current fiscal year

  • Select Current Fiscal Year

    • You may select one current fiscal year

    • E.g., FY26

Fiscal Month (Required)

Answer the following prompts to restrict giving to pull only up to the first day of the current month in the prior year

  • Select Fiscal Month

    • You may select one fiscal month

    • E.g., 4

Report Tabs

There are 8 report tab:

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  • AF Academic

    • University-wide giving to all designations with the Annual Fund attribute, by academic unit, with a $25k gift cap. Excludes pledge payments on pledges over $25k

  • AF and Flagged Gift Academic

    • University-wide giving to all designations with the Annual Fund or Flagged attribute, by academic unit, with a $25k gift cap. Excludes pledge payments on pledges over $25k

  • All Gifts Academic

    • University-wide giving to all designations by academic unit with a $25k gift cap. Excludes pledge payments on pledges over $25k

  • AF Non-Ac

    • University-wide giving to all designations with the Annual Fund attribute, by non-academic unit, with a $25k gift cap. Excludes pledge payments on pledges over $25k

  • AF and Flagged Gifts Non-Ac

    • University-wide giving to all designations with the Annual Fund or Flagged attribute, by non- academic unit, with a $25k gift cap. Excludes pledge payments on pledges over $25k

  • All Gifts Non-Ac

    • University-wide giving to all designations by non-academic unit with a $25k gift cap. Excludes pledge payments on pledges over $25k

  • 25K by Donor Counts

    • Summary of all gifts that are $25k or less. Excludes pledge payments on pledges over $25k.

  • 25K by Gifts Counts

    • Summary of all gifts that are $25k or less. Excludes pledge payments on pledges over $25k

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