Excel MProfile- Non-Alumni Donors with Minimum Giving & All Alumni and Current Parents Regardless of Giving

Overview of Excel MProfile- Non-Alumni Donors with Minimum Giving & All Alumni and Current Parents Regardless of Giving which pulls non-alumni and active alumni donors who have given a minimum amount or more to the School/College. It also shows parents of current students attending a School/College with a valid address in the provided area.

Where is it?

Link to Report: https://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AdUfoldaDWxOrl7XsxTXW5o

BusinessObjects Folder Path: Public Folders/UM-Maintained/Development/DART Development Reports by Category/Constituent MProfile 9.0/

What does it do?

MProfiles

MProfiles show the Lifetime Recognition Total and campaign totals for constituents meeting the user-supplied criteria.

This Report

 This report pulls all active constituents in a geographical area:

• Who have given a minimum amount to a specific School/College

• All active alumni from that School/College

• All parents of current attending students from the selected School/College.

The report will automatically include giving information for University Wide and the School/College specified.

Format

This version of the report is specifically designed to be used with the BusinessObjects Scheduler to run and save as an Excel file. More info below.

Keywords

MProfile Non-Alumni Donors Minimum Giving Alumni Current Parents

Why use this report?

Use it if you want to find constituents who have given a minimum amount to that school, all active alumni from a college, or parents of current students from a college.

E.g. Finding all donors who have given at least $500k to LSA, or everyone who graduated from the School of Public Health. or all the parents of students in the College of Engineering.

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) —

• Select School or College (SCU) (Required)

  • SCU = School, College, or Unit; all of the parts of the Development community that OUD provides support to; most divisions of UM have their own Development shop

  • E.g., Law School, College of Engineering, etc.

Giving Information

Answer one or more of the following prompts to be displayed. Giving will be totaled based on all prompts answered. Leave blank if site giving is not required.

• Enter Minimum Recognition Amount (Required)

  • Allows user to enter a minimum total amount donors must have given to UM (or any areas selected below) in order to be included in report

  • E.g., inputting “200000” will display donors who have given at least 200k total.

• Enter Starting Fiscal Year

  • Allows user to limit Recognition Totals Since a specified Fiscal Year

  • NOTE: Starting Fiscal Year does NOT affect Victors For Michigan Totals

  • E.g., inputting “2015” will only display Recognition Totals from 2015 until today

• Enter Ending Fiscal Year

  • Allows user to limit Recognition Totals to before a specified Fiscal Year

  • E.g., inputting 2022 will only display Recognition Totals before 2022

Address Information

Answer one or more of the following prompts to restrict display based on active addresses.  To pull for a specific City or County be sure to also fill in the State Code prompt.

• Enter 'Yes' to search by Primary Address Only

  • Enter 'Yes' to restrict your search to primary addresses only that match the geographic regions specified

  • To search all active addresses (i.e., Home, Business, Seasonal, Other, etc.), leave prompt blank

• Select Primary Metro Area

  • Allows user to enter or select a primary metro area

    • Primary Metro Area is defined as a Major city and all cities within a reasonable (~45 Minute) commute

  • E.g. Detroit, Chicago, etc. 

• Select Greater Metro Area

  • Allows user to enter or select a greater metro area.  The Greater Metro Area is defined as Major city and all adjacent suburbs.

  • E.g. Greater Houston, TX includes Houston, Woodlands, Katy

• Select Major Gift Region

  • Allows user to enter or select a specific Major Gift Region

  • E.g., Southern States

• Enter City

  • Allows user to enter the name of a specific City or a series of City Names

  • NOTE: Capitalization and Punctuation must match DART exactly

• Select County

  • Allows user to select one or more counties

• Enter State Code

  • Allows user to enter two-letter State Code

  • E.g., MI, TX, CA, etc.

• Select Zip Code

  • Allows user to enter one or more Zip Codes

• Select Country

  • Allows user to enter or select a specific country

Unit Campaign Giving

Answer to include campaign totals to a specific unit campaign.

• Select Unit Campaign Name

  • E.g., Law School - Victors for Michigan

Specific Communication Codes

NOTE: Codes are displayed on Excel Output tab, Individuals with codes are not excluded!

• Select SCU Specific Communication Preference Codes

  • You may select one or more Communication Preference(s) specific to their SCU to include in the report

  • E.g., No Contact - Alumni Association

Report Tabs

There are 4 different report tabs:

• Condensed Excel Output

  • Streamlined version with less details and only totals for Lifetime, Campaign, Section1, and Section1 Campaign are shown.

• Expanded Excel Output

  • Facilitates export to Excel.

  • A constituent's information is contained on a single row. 

  • Contains Giving and Rating information

  • Does NOT contain children/step children, nor top areas of interest.

• Excel UM by FY

  • Facilitates export to Excel.

  • Shows University wide recognition totals for Commitments and Expectancies Due

  • Also shows Gift Payments Received by Fiscal Year for the current and 9 prior fiscal years.

• Excel Sec1 by FY

  • Facilitates export to Excel.

  • Shows for Section Selected recognition totals for Commitments and Expectancies Due

  • Also shows Gift Payments Received by Fiscal Year for the current and 9 prior fiscal years.