Recurring Gifts Report - UM Wide

Where is it?

Link to Report: 

http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=Acv5FBw7gd5FhKDK9MdHNDA

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 recurring gift setups with linked payments. Can be used to see all newly created recurring gift setups or to see all payments on recurring gifts received in a specific time frame

Why use this report?

Use this report to monitor and manage your recurring‑giving program by listing all recurring gift setups along with their linked payments—perfect for spotting newly created setups, reviewing payments received in a specific time frame, and identifying missed or failed transactions.

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) —

Enter Revenue Date FY (Start) (Required)

Answer the following prompt to restrict the starting Fiscal Year for the recurring gifts

  • Enter Revenue Date FY (Start)

    • You may select one FY

    • E.g., 2020

Enter Revenue Date FY (End) (Required)

Answer the following prompt to restrict the ending Fiscal Year for the recurring gifts

  • Enter Revenue Date FY (End)

    • You may select one FY

    • E.g., 2026

Report Tabs

There are 7 report tabs:

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  • Summary - By Channel & Status

    • Count of U-Wide recurring gift setups within specified time frame by channel type and setup status.

  • Summary - Active by Frequency

    • Count of active U-Wide recurring gift setups within specified time frame by frequency type.

  • Summary - By Constructed Site Rollup

    • Count of recurring gift setups within specified time frame by constructed site rollup.

  • Setups by Timeframe

    • Count of setups created in the specified time frame.

  • Payments by Timeframe

    • Count of recurring gift payments made in the specified time frame.

  • Setup Detail

    • All new recurring gifts setups established within specified time frame.

  • Payment Detail

    • All recurring gift payments received within specified time frame with a recurring gift setup date within the specified time frame.

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