Gifts to Endowments by Date Range & SCU

This report pulls all gift payments, pledges, and planned gifts of $10,000 or more received in the previous month. Results can be used to identify potential new recipients for stewardship reports, review endowed gifts received with SCUs, and verify stewardship recipient codes.

Where is it?

Link to Report: http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AaYgIHSg2VRDqCm5FsoDRes

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

​​​​​What does it do?

This Report

This report pulls all gift payments, pledges, and planned gifts of $10,000 or more received in the previous month. Results can be used to identify potential new recipients for stewardship reports, review endowed gifts received with SCUs, and verify stewardship recipient codes.

Keywords

Gift Endowment SCU

Why use this report?

Use this report if you need to review all gift payments, pledges, and planned gifts of $10,000 or more received in the previous month. It is helpful when identifying potential new recipients for stewardship reports, reviewing endowed gifts received with SCUs, or verifying stewardship recipient codes.

E.g. Identify all new $10,000+ endowed gifts received last month that may need stewardship assignment.

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) —

Starting Revenue Date (Required)

Answer the following prompt to define the beginning of the revenue date range.

• Enter Starting Revenue Date

  • Allows the user to enter the start date for the range of revenue data to be included.

  • E.g., 07/01/2024

Ending Revenue Date (Optional)

Answer the following prompt to define the end of the revenue date range.

• Enter Ending Revenue Date

  • Allows the user to enter the end date for the range; if left blank, the report will default through today.

  • E.g., 12/31/2024

Rollup Selection (Answer ONLY ONE)

Answer ONE of the following prompts to restrict display based on organizational rollup grouping.

• Select SCU Rollup

  • Allows the user to select a specific School, College, or Unit rollup for filtering results.

  • E.g., College of Engineering

• Select VP Area Rollup

  • Allows the user to select a Vice President Area rollup to filter the report.

  • E.g., VP for Development

• Select Campus Rollup

  • Allows the user to select a campus-level rollup for filtering results.

  • E.g., UM–Ann Arbor

Report Tabs

There is 1 report tab:

• Athletic Endowment Gifts

  • Shows a table of all athletic endowment–related gift revenue tied to the selected designations

  • Contains details such as designation name, LookupID, public name, start date, transaction type, revenue added date, revenue date, revenue application amount, donor receiving recognition credit, and stewardship letter type and recipients