Body
Where is it?
Link to Report: https://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AdRH8YM.Gt9NpJtxVhDHXOw
BusinessObjects Folder Path: Public Folders/UM-Maintained/Development/DART Development Reports by Category/Revenue Reports/
What does it do?
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.
Keywords: consecutive, giving, donors
Why use this report?
Use this report if you want to find donors based on consecutive giving milestones, and see how much they have given in each of the years.
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) —
Report Tabs
There is 5 report tabs, each behaving similarly. The tabs display the donor LID and name, their RHC, and their giving for each year within the timeframe. There are tabs for 20, 15, 10, 5, and 3 years ago.
For example, if run in 2025, the "5Y Consecutive Giving" tab will show giving for 2025, 2024, 2023, 2022, 2021, and 2020