Constituents with Multiple Gifts

Where is it?

Link to Report: http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AV4OoO51WFZBs.IqqlsM1NA

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

​​​​​What does it do?

This Report

This report helps analyze donor giving behavior based on minimum number of giving. Includes ways to view both number of gifts given in a FY and multiple giving by SCU. 

Keywords

Constituent Gift SCU

Why use this report?

Use this report to analyze donor giving behavior by focusing on donors who meet a minimum number of gifts within a fiscal year. It helps you identify and quantify repeat giving patterns, such as how many donors give multiple times and how frequently they give.

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) —

Recognition Fiscal Year (Required)

Answer the following prompt to filter results to recognition in a specific fiscal year

• Enter value(s) for Recognition Fiscal Year

  • You may select one or more fiscal years

  • E.g., FY26

Report Tabs

There are 3 report tab:

• Recognized Donors

  • Summary of counts and totals by recognized donor

• Recognition Details

  • Details sectioned by donor

• Legal Donors

  • Summary by revenue