Crowdfunding Report by Unit and Fiscal Year

Where is it?

Link to Report: https://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AfVDFulJHL1PrezXgZmxI84

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

​​​​​What does it do?

This Report

This report pulls Giving Tuesday, Giving Blueday, and crowdfunding gifts for year-over-year comparison based on a selected fiscal year.

Keywords

Fiscal Year

Why use this report?

Use this report if you need to compare Giving Tuesday, Giving Blueday, and crowdfunding gift performance across fiscal years to evaluate year-over-year trends in participation and revenue.

E.g. Pull fiscal year data for Giving Tuesday, Giving Blueday, and crowdfunding campaigns to analyze revenue growth, donor engagement, and campaign effectiveness across multiple years for strategic planning and performance evaluation.

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) —

Fiscal Year Comparison (Required)

Answer the following prompt to select the more recent fiscal year for comparison.

  • Enter Fiscal Year

    • Allows user to specify the fiscal year to compare; the report will automatically include gifts from the prior fiscal year for year-over-year analysis.

    • E.g., 2025

Report Tabs

There are 2 report tabs:

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  • Year Over Year Summary by Unit

    • Shows a table summarizing year-over-year performance by organizational unit, including donor participation, revenue metrics, and variance analysis for Giving Tuesday, Giving Blueday, and crowdfunding activity.

    • Contains unit codes, revenue and donor counts, year-over-year percentage variance, and breakdowns of Giving Tuesday and crowdfunding participation and revenue metrics.

  • Year Over Year Summary by Unit and Channel

    • Shows tables summarizing donor participation and revenue performance by organizational unit and giving channel for year-over-year comparison.

    • Contains breakdowns of Giving Tuesday, Giving Blueday, and crowdfunding metrics by unit and channel to evaluate trends and campaign performance.

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