Revenue Payments for prior 9 FY - by SCU

This report pulls all revenue payments for the current and prior 9 fiscal years, as well as lifetime totals through the use of the Sub-Constituent Unit.

Where is it?

Link to Report: 

http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AYX65wQUGPxGsHjKnv8R8g0

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

​​​​​What does it do?

This Report

This report pulls all revenue payments for the current and prior 9 fiscal years, as well as lifetime totals through the use of the Sub-Constituent Unit.

Why use this report?

This report is essential for tracking comprehensive revenue payments across a broad timeframe, covering the current and previous nine fiscal years, as well as lifetime totals. By leveraging the Sub-Constituent Unit, it enables users to analyze historical trends, assess long-term financial performance, and make data-driven decisions for strategic planning.

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 at least one prompt from below (Selecting more than one prompt may result in unexpected data pull)

SCU Rollup:

Answer the following prompt to restrict results to a certain SCU unit

• Select SCU Rollup

  • You may select one or more SCU units

  • E.g., Law School

Campus Rollup:

Answer the following prompt to restrict results to a certain campus

• Select Campus Rollup

  • You may select one or more campuses

  • E.g., University of Michigan - Dearborn

VP Area Rollup:

Answer the following prompt to restrict results to a certain VP area

• Select VP Area Rollup

  • You may select one or more VP Areas

  • E.g., Exec. VP for Medical Affairs

MPathways DeptID:

Answer the following prompt to restrict results to a certain MPathways DeptID

• Select MPathways DeptID

  • You may select one or more MPathways DeptIDs

  • E.g., 320000

Site Name:

Answer the following prompt to restrict results to a certain site

• Select Site Name

  • You may select one or more sites

Designation LookupID:

Answer the following prompt to restrict results to a certain designation

• Select Designation LookupID

  • You may select one or more designations

  • E.g., 364686 for Solar Car Team

Report Tabs

There are 2 report tabs:

• Summary:

  • Donor counts and total recognitions by constituency

• Details:

  • Recognition by Donor and Fiscal Year