Recurring Gifts within Date Range & Site Rollup or Rev Channel

This report returns all Recurring Gift Setups and Recurring Gift Payments made in a specified time frame while also providing additional prompts to allow users to specify Site/Site Rollup or Revenue Channel.

Where is it?

Link to Report: 

http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=ASyJhGGpOaZCrF27gb2SPLs

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

​​​​​What does it do?

This Report

This report returns all Recurring Gift Setups and Recurring Gift Payments made in a specified time frame while also providing additional prompts to allow users to specify Site/Site Rollup or Revenue Channel.

Why use this report?

Use this report to retrieve all recurring gift setups and their linked payments within a selected time frame, with optional filters for Site/Site Rollup or Revenue Channel to focus results by campus or revenue stream. It’s ideal for stewardship and retention—identifying new recurring donors, verifying and reconciling payments, and spotting missed or failed transactions for timely follow‑up.

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) —

SCU Rollup (Optional)

Answer the following prompt to restrict to gifts tied to a school, college, or unit rollup name

• Select SCU Rollup

  • You may select one SCUs

  • E.g., Law School

VP Area Rollup (Optional)

Answer the following prompt to restrict to gifts tied to a VP Area

• Select VP Area Rollup

  • You may select one VP Area

  • E.g., Exec VP for Medical Affairs

Campus Rollup (Optional)

Answer the following prompt to restrict to gifts tied to a campus

• Select Campus Rollup

  • You may select one campus

  • E.g., University of Michigan - Dearborn

MPathways DeptID (Optional)

Answer the following prompt to restrict to gifts tied to a MPathways Department

• Select MPathways DeptID

  • You may select one MPathways department

  • E.g., 320000

Designation LookupID (Optional)

Answer the following prompt to restrict to gifts tied to a designation

• Select Designation LookupID

  • You may select one or more Designations

  • E.g., 364686 for Solar Car Team

Revenue Date (Start) (Optional)

Answer the following prompt to restrict to a start date for recurring gifts

• Select Revenue Date (Start)

  • You may select one Revenue date

Revenue Date (End) (Optional)

Answer the following prompt to restrict to an end date for recurring gifts

• Select Revenue Date (End)

  • You may select one Revenue date

Revenue Channel (Optional)

Answer the following prompt to restrict to gifts tied to a single revenue channel

• Select Revenue Channel

  • You may select one revenue channel

  • E.g., Telefund

Payroll Deductions as Recurring (Optional)

Answer the following prompt to include gifts in results that are made through payroll deductions

• Include Payroll Deductions as Recurring?

  • You may select either yes or no

Michigan Radio Recurring Gifts (Optional)

Answer the following prompt to include gifts in results that are made through Michigan Radio that are not recorded in DART as traditional recurring gifts

• Include Michigan Radio Recurring Gifts?

  • You may select either yes or no

Report Tabs

There are 2 report tabs:

• New Setups

  • All new recurring gifts setups established within time frame

• Payments Received

  • All recurring gift payments received within time frame.