Recognition Payments for prior 9 FY - by LookupID

Where is it?

Link to Report: 

http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AROFYeDOWNpDpvzQFLKgpQ4

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

​​​​​What does it do?

This Report

This report pulls prior 9 fiscal years, current fiscal year and lifetime recognitions through the use of the Constituent LookupID.

Why use this report?

Use this report to retrieve a constituent’s recognition history — the current fiscal year plus the prior nine fiscal years (a 10‑year view) and lifetime recognition totals — by entering the Constituent LookupID. It’s ideal for stewardship and recognition verification, preparing donor briefs and meetings, evaluating long‑term giving patterns, and auditing recognition levels across units.

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) —

Constituent Lookup ID (Required)

Answer the following prompt to filter results for the specific constituents recognition payments

• Enter value(s) for Constituent Lookup ID

  • You may select one or more constituents

SCU Rollup (Required)

Answer the following prompt to filter results for the SCU the recognition payments are tied to

• Enter value(s) for SCU Rollup

  • You may select one or more SCUs

  • E.g. Medical School

Campus Rollup (Required)

Answer the following prompt to filter results for the campus the recognition payments are tied to

• Enter value(s) for Campus Rollup

  • You may select one or more campuses

  • E.g. Ann Arbor

VP Area Rollup (Required)

Answer the following prompt to filter results for the VP area the recognition payments are tied to

• Enter value(s) for VP Area Rollup

  • You may select one or more VP areas

  • E.g. DSA

MPathways DeptID (Required)

Answer the following prompt to filter results for the MPathways DeptID the recognition payments are tied to

• Enter value(s) for MPathways DeptID

  • You may select one or more MPathways DeptID

Site Name (Required)

Answer the following prompt to filter results for the site name the recognition payments are tied to

• Enter value(s) for Site Name

  • You may select one or more site names

  • E.g. U-M Hospital

Designation LookupID (Required)

Answer the following prompt to filter results for the designation the recognition payments are tied to

• Enter value(s) for Designation LookupID

  • You may select one or more designations

Report Tabs

There are 2 report tabs:

• Summary

  • Donor counts and total recognitions by constituency

• Detail

  • Recognition by Donor and Fiscal Year