Where is it?
Link to Report:
http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AVUu751xPJ5Lgem9CIgiMEY
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 Revenue, that gave in one fiscal year, but not in another fiscal year for the selected SCU Rollup.
Why use this report?
By pinpointing this group, users can analyze donor behavior, spot new or returning supporters, and tailor stewardship or engagement strategies to sustain and grow donor relationships.
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) —
SCU Rollup (Required)
Answer the following prompt to restrict the results to those who gave to the selected SCUs
Fiscal Year (Giving) (Required)
Answer the following prompt to restrict the results to the year the constituent must have given to the SCU
Fiscal Year (No Giving) (Required)
Answer the following prompt to restrict the results to the year the constituent must have not given to the SCU
Report Tabs
There are 2 report tabs:
