This report pulls a list of all currently active planned gifts designated to a specified area.
This report pulls a list of gifts with duplicate recognition credits.
This report pulls consecutive donors from the prior calendar year back over a 5- or 10-year period.
This report pulls consecutive donors from the prior fiscal year back over a 5- or 10-year period.
This report pulls donors who have made a gift every year between a user-prompted start year and end year.
This report pulls donors who have made a gift every year between a user-prompted start year and end year.
This report pulls Giving Tuesday, Giving Blueday, and crowdfunding gifts for year-over-year comparison based on a selected fiscal year.
This article discussed the DART Gift Acknowledgement Report. To provide a list of all gift transactions (Payments, Pledges, and Planned Gifts) added to DART during the specified time period. Users can answer Prompt questions to be able to pull information for their specific SCU, VP Area, Campus, Site Name, Designation or Major Gift Region. The report has been designed to for export to Excel and can be used as the data list for a mail merge.
This report pulls all gifts for which a donor has received recognition credit based on a donor’s Constituent Lookup ID (LID).
The CY Production Report is a summary of all transactions that have entered the U-M Fundraising system from their original point-of-entry. This method removes, wherever possible, all payments or gifts made downstream of an original gift or gift intention declared by the donor. Thus a pledge, in its total amount, is counted at the date and fiscal year the pledge is booked in the system and the subsequent pledge payments are not re-counted as they are made over time. This method produces a relativ
The FY Production Report provides a summary of all transactions that have been entered in DART given start and end dates, rollup information, and geographic information. This report shows Production Credit totals meaning it removes, wherever possible, all payments or gifts made downstream of an original gift or gift intention declared by the donor.
The FY Planned Giving Production Report provides a summary of all planned gift transactions recorded in the U-M Fundraising system from their original point of entry.
This report pulls pledges and gifts with encumbered and matched status.
This report pulls pledges and gifts with encumbered and matched status.
This article walks users through how to run the Business Object report titled: "Consecutive Giving from 20_15_10_5_3 CY Ago." This report returns constituents (and their giving within the timeframe) who have consecutively given over 3, 5, 10, 15, or 20 years for a specified Constructed Site Rollup.