Marketing Effort Metric Reports - University Wide

Where is it?

Link to Report:

http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AXBxgmzzyPRJr7z3xHdmi08

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

​​​​​What does it do?

This Report

This report is designed to pull results and performance metrics by marketing effort for University Wide efforts.

Why use this report?

Use this report to measure and compare the effectiveness of your university wide marketing efforts by campaign. The per‑effort view helps marketing, communications, and advancement teams identify top‑performing messages and audiences, optimize content and timing, prioritize follow‑ups, and demonstrate campaign ROI.

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) —

** You must select either Appeal Name WITH Fiscal Year OR Marketing Effort Name

Appeal Name

Answer the following prompt to filter the results to the applicable appeals

• Enter value(s) for Selected Appeal Names

  • You may select one or more appeals

  • E.g., UAG

Enter First Day of Fiscal Year/Enter Last Day of Fiscal Year

Answer the following prompt to select a date range in order to limit the appeal search to certain fiscal years

• Enter value for First Day of Fiscal Year and Last Day of Fiscal Year

  • You may select one day for the First and Last Day of Fiscal Year

Marketing Effort Name

Answer the following prompt to filter the results for a specific Marketing Effort

• Enter value(s) for Marketing Effort Name

  • You may select one or more Marketing Efforts

Package Channel (Optional)

Answer the following prompt to filter the results to the desired input channel

• Enter value(s) for Package Channel

  • You may select one or more input channels

  • E.g., Email

Enter Revenue Date Start/Revenue Date End (Optional)

Answer the following prompt to select a date range in order to limit the Revenue and Donor counts

• Enter value for the Start and End Revenue Date

  • You may select one day for the First and Last Day of Fiscal Year

Fiscal Year for Revenue (Optional)

Answer the following prompt to filter the revenue results to the desired fiscal year

• Enter Fiscal Year for Revenue

  • You may select one fiscal year

  • E.g., 2026

Report Tabs

There is 1 report tab:

• University Wide ME Summary

  • Provides a summary of the ME Segments that correspond with the selected Marketing Effort Name, and their gift summaries.