Body
Where is it?
Link to Report: http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=Ac8fm_cx23VCnBzOmJU2BAg
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 revenue associated with tributes received during the last week. It can be used to search for all gifts received for a specific tribute or to review tribute gifts received by a school, college, or unit during a fiscal year.
Keywords
Revenue Tribute
Why use this report?
Use this report if you need to review all tribute gifts received in the past week or track tribute giving by a specific tribute, school, college, or unit.
E.g. Identify all gifts given in honor or memory of someone last week or analyze tribute giving for a particular unit during the fiscal year.
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) —
Tribute Attribute Filters (Optional – Select ONE)
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Enter S / C / U Rollup Name
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Allows user to select a School / College / Unit rollup for Tribute Revenues
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E.g., College of Literature, Science & the Arts; Intercollegiate Athletics
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OR Enter VP Area Rollup Name
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Allows user to select a Vice President Area rollup for Tributes
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E.g., Executive Vice President of Medical Affairs; VP Student Affairs
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OR Enter Campus Rollup Name
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Allows user to select a campus rollup for Tributes
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E.g., University of Michigan – Dearborn; University of Michigan – Flint
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OR Enter Specific Site Name
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Allows user to select a specific DART Site for Tributes
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E.g., College of Literature, Science & the Arts; University of Michigan Cancer Center; VP Student Affairs
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OR Enter MPathways DeptID
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OR Enter Designation LookupID
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OR Enter Tribute Text (use % as a wildcard)
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Allows user to search tribute text using wildcard characters
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E.g., %John%Smith% returns “John Smith”, “John Smith, Jr.”, “Dr. John E. Smith”
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Note: %John Smith% will not return “John E. Smith” due to exact spacing rules
Revenue Date Filters (Optional – Multiple Allowed)
Answer any or all of the following prompts to restrict results by revenue date.
Report Tabs
There are 3 report tabs:
