Donor Retention Report - Fund Level

Where is it?

Link to Report: 

http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AcT3v6QQSZFCpAGXPl6v5gc

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

​​​​​What does it do?

This Report

This report provides units with information on donor retention and participation based on alumni status at the Fund Level.

Why use this report?

Use this report to understand donor retention and participation for your unit by showing giving activity at the fund level, specifically for alumni. It helps you see which funds are retaining alumni donors year over year, where participation is increasing or declining, and which funds may need additional outreach or stewardship.

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

Uploaded Image (Thumbnail)

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) —

Fund Name (Required)

Answer the following prompt to filter by fund name

  • Enter value for Fund Name

    • You may only select one fund name

    • E.g., LSA Annual Fund

FY (Required)

Answer the following prompt to filter by the most recent Fiscal year for which you would like to view YoY retention for

  • Enter value for FY

    • You may only select one FY

    • E.g., FY2026

Report Tabs

There are 2 report tabs:

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  • Donor Retention Summary

    • Provides donor counts for each of the three retention categories: 

      • 1. ACQUIRED: They gave in the selected fiscal year, to the selected site, but not within the previous six fiscal years. (gave in FY26 but not between FY20-FY25).

      • 2. RE-ACQUIRED: They gave in the selected fiscal year, to the selected site, but not in the previous fiscal year. (gave in FY26 AND between FY20-FY24 but NOT in FY25).

      • 3. RETAINED: They gave in the selected fiscal year, to the selected site, AND in the previous fiscal year. (gave in FY26 AND in FY25).

  • Donor Retention Details

    • This tab can be used to QC summary results or look up individuals. Note that the LookupID column can be household lookupID, or constituent LookupID.

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