By LID - Gifts with Duplicate Recognition Credits

Where is it?

Link to Report: https://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AfWPZ5X738NPoiD0zmb5qSs

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

​​​​​What does it do?

This Report

This report pulls a list of gifts with duplicate recognition credits.

Keywords

Gift Recognition

Why use this report?

Use this report if you need to identify and review gifts that have duplicate recognition credits which may be impacting donor recognition totals.

 

E.g. Pull a list of gifts with duplicate recognition credits to identify individuals whose lifetime recognition totals may be inflated and determine which significant gifts require manual correction.

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

Uploaded Image (Thumbnail)

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) —

Recognition Credit Filter (Required)

Answer the following prompt to restrict the report results to specific company records.

  • Enter one or more LookupIDs for Companies (Required)

    • Allows the user to enter specific company LookupIDs to review gifts with duplicate recognition credits associated with those organizations.

    • E.g., 123456; 789012

Report Tabs

There are 2 report tabs:

Uploaded Image (Thumbnail)

  • By Gift Amount

    • Shows a table of gifts with duplicate recognition credits, organized by individual gift transactions and designation.

    • Contains recognition revenue, effective dates, amounts, and designation details to identify and correct recognition discrepancies.

  • By Donor

    • Shows a table of gifts with duplicate recognition credits, grouped by donor for aggregate review.

    • Contains recognition revenue, effective dates, and recognition amounts to evaluate donor-level credit totals and discrepancies.

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