Consecutive Giving from FY User Prompt

Where is it?

Link to Report: https://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AbHQao.L7F5Em.nV61TpZLA

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

​​​​​What does it do?

This Report

This report pulls donors who have made a gift every year between a user-prompted start year and end year.

Keywords

Giving

Why use this report?

Use this report if you need to identify donors who have given every year within a specific start and end year that you define.

E.g. Pull a list of donors who have made a gift each year from FY2018 through FY2025 to identify consistent supporters and determine which of those consecutive donors also have an active planned gift to the University or a specific School, College, or Unit (SCU) for targeted stewardship, recognition, or major gift strategy.

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) —

Consecutive Giving Timeframe (Required)

Answer the following prompts to define the fiscal year range for consecutive giving.

• Please Enter Start Fiscal Year

  • Allows user to enter the earliest fiscal year (FY) to begin evaluating consecutive giving.

  • E.g., 2018

• Please Enter Ending Fiscal Year

  • Allows user to enter the latest fiscal year (FY) to end evaluating consecutive giving.

  • E.g., 2025

University-Related Limits (Optional – One Must Be Selected)

Answer at least one of the following prompts to restrict results to a specific campus, unit, or designation.

• Enter value(s) for SCU Rollup

  • Allows user to select one or more Schools, Colleges, or Units (SCUs).

  • E.g., College of Engineering; School of Music, Theatre & Dance

• Enter value(s) for Designation LookupID

  • Allows user to enter one or more specific Designation LookupIDs.

  • E.g., 1234567

• Enter value(s) for Designation Name

  • Allows user to enter one or more Designation Names.

  • E.g., Engineering Scholarship Fund

• Enter value(s) for Recognition Purpose MPathways DeptID

  • Allows user to enter one or more Recognition Purpose MPathways Department IDs.

  • E.g., 250300

• Enter value(s) for Recognition Purpose Site Name

  • Allows user to enter one or more Recognition Purpose Site Names.

  • E.g., College of Literature, Science, and the Arts

Primary Address Geographic Limits (Optional)

Answer the following prompts to restrict results based on the donor’s primary address.

• Enter value(s) for Primary Metro Area

  • Allows user to select one or more Primary Metro Areas.

  • E.g., Detroit Metro; Chicago Metro

• Enter value(s) for Greater Metro Area

  • Allows user to select one or more Greater Metro Areas.

  • E.g., Midwest; Northeast

• Enter value(s) for Major Gift Region

  • Allows user to select one or more Major Gift Regions.

  • E.g., West Coast; Southeast

• Enter value(s) for State Code

  • Allows user to select one or more state codes.

  • E.g., MI; CA; NY

• Enter value(s) for Country

  • Allows user to select one or more countries.

  • E.g., United States; Canada

Report Tabs

There is 1 report tab:

• Consecutive Giving

  • Shows a table of constituents who have given every year within the user-defined start and end year range.

  • Contains donor biographical information, lifetime and period-specific recognition totals, planned gift indicators, and geographic data for stewardship and strategic engagement.