Telefund Pledges v2.0

Where is it?

Link to Report: 

http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AaYuSDcrvrNNp.jKX8qz3jU

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

​​​​​What does it do?

This Report

This report provides a breakdown on Telefund Pledges by payments, balance due and write-offs. Can be used to pull counts and total amounts for Telefund Pledges and provide breakdowns of Telefund Pledges.

Why use this report?

This report gives a detailed breakdown of Telefund pledges—showing payments received, balances due, and write-offs. It’s a valuable tool for quickly pulling counts and total amounts, analyzing pledge fulfillment, and tracking outstanding commitments.

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) —

Revenue Date (Start/End) (Optional)

Answer the following prompt to restrict the starting and ending revenue date for telefunds

  • Enter Revenue Date (Start/End)

    • You may select one start and end revenue date

Revenue Date FY (Start/End) (Optional)

Answer the following prompt to restrict the starting and ending fiscal years for telefunds

  • Enter Revenue Date FY (Start/End)

    • You may select one start and end fiscal year

Purpose Constructed Site Rollup (Optional)

Answer the following prompt to restrict results to a specific constructed site

  • Enter value(s) for Purpose Constructed Site Rollup

    • You may select one or more constructed sites

Report Tabs

There are 7 report tabs:

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  • Summary

    • The tab gives a summarized counts and amounts for Telefund Pledges

  • All Telefund Pledges

    • The tab displays details for all Telefund Pledges

  • Fully Paid

    • The tab displays details for all Telefund Pledges that are fully paid

  • Balance Due

    • The tab displays details for all Pledges that have a balance due. This would also include installments

  • Full Write-offs

    • The tab displays details for all Telefund Pledges that are fully written-off

  • Partial Write-offs

    • The tab displays details for all Telefund Pledges that are partially paid and written off

  • Payments

    • Includes all pledge payments with both pledge and payment information 

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