SYBNT by Designation, SCU Rollup or Campus Rollup

Where is it?

Link to Report: 

http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AXzmbcd5i1RJhsl8PHWR_AQ

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 Living Donors, based on either Revenue Credits or Recognition Credits, that gave in the previous fiscal year, but have not given so far in the current fiscal year. Can be used to review lists of individuals in jeopardy of becoming 'Lapsed' or identify prospects for a personal solicitation.

Why use this report?

This report is used for identifying all living donors who contributed in the previous fiscal year but have not yet given in the current fiscal year—either through Revenue Credits or Recognition Credits. It helps you proactively spot individuals at risk of becoming ‘lapsed’ donors and pinpoint promising prospects for targeted outreach or personal solicitation

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 at least one Designation, SCU, or Campus

Designation LookupID

Answer the following prompt to restrict the results to a certain designation

• Enter Designation LookupID

  • You may select one or more designations

  • E.g., 364686 for Solar Car Team

SCU Rollup

Answer the following prompt to restrict the results to a certain SCU

• Enter SCU Rollup

  • You may select one or more SCU rollups

  • E.g., Law School

Campus Rollup

Answer the following prompt to restrict the results to a certain campus

• Enter Campus Rollup

  • You may select one or more campus rollups

  • E.g., University of Michigan - Dearborn

Total Minimum Amount (Optional)

Answer the following prompt to restrict the results to only those who gave a gift greater than or equal to the amount selected

• Enter Total Minimum Amount

  • You may select one total minimum amount

  • E.g., 500

Minimum Fiscal Year (Optional)

Answer the following prompt to restrict the results to the beginning fiscal year that you would like to search

• Enter Minimum Fiscal Year

  • You may select one minimum fiscal year

  • E.g., FY16

Rec/Revenue Date (Start/End) (Optional)

Answer the following prompt to restrict the results to a specific Rec/Revenue date range

• Enter Rec/Revenue Date (Start/End)

  • You may select one Rec/Revenue Start Date and End Date

Report Tabs

There are 3 report tabs:

• Revenue

  • Shows only those donors that received revenue (legal) credit for the gift.

• Recognition

  • Shows all donors that received recognition (soft) credit for gifts/pledge payments made.

• Recognition_Household

  • Shows all households that received recognition (soft) credit for gifts/pledge payments made. Each household receives one row.