Revenue Transactions by Appeal, Marketing Effort, or ME Segment

This report can be used to pull data in DART surrounding Marketing Efforts, Segments, or Appeals and allows the user to monitor and get lists of donors for an Appeal, Marketing Effort or Segment performance for acknowledgement

Where is it?

Link to Report:

http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AZvmnPMvY19AiDKxc.NCTbs

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

​​​​​What does it do?

This Report

This report can be used to pull data in DART surrounding Marketing Efforts, Segments, or Appeals and allows the user to monitor and get lists of donors for an Appeal, Marketing Effort or Segment performance for acknowledgement

Why use this report?

This report offers a powerful tool for tracking and analyzing donor engagement within DART, focusing on Marketing Efforts, Segments, and Appeals. It enables users to easily pull targeted lists of donors, monitor the performance of specific Appeals, Marketing Efforts, or Segments, and streamline the acknowledgement process.

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) —

Choose One Prompt Below to Answer:

Appeal Name, FIRST Day of Fiscal Year, LAST Day of Fiscal Year (Optional):

Answer the following prompt to restrict the results to a certain Appeal Name and date range

• Enter Value(s) for Appeal Name AND Enter FIRST day of Fiscal Year, Enter LAST Day of Fiscal Year

  • You may select one or more appeals, one first day of fiscal year and one last day of fiscal year

OR

Marketing Effort ID (Optional):

Answer the following prompt to restrict the results to ones tied to a specific Marketing Effort

• Enter value(s) for Marketing Effort ID

  • You may select one or more marketing efforts

Marketing Effort Name (Optional):

Answer the following prompt to restrict the results to ones tied to a specific Marketing Effort

• Enter value(s) for Marketing Effort Name

  • You may select one or more marketing efforts

Marketing Effort Segment Name (Optional):

Answer the following prompt to restrict the results to ones tied to a specific Marketing Effort Segment

• Enter value(s) for Marketing Effort Segment Name

  • You may select one or more marketing efforts segments

Report Tabs

There are 4 report tabs:

• Appeal, ME Revenue Transactions

  • Lists Revenue transactions attached to selected prompt list. 

• Appeal, ME Recognition Credit

  • Lists all Revenue and Recognition credit rows attached to selected prompt list.

• Appeal & Effort Summary

  • Shows an Appeal Summary, Marketing Effort and Site Summary, and Marketing Effort and Designation Summary.

• Summary by Site Rollup

  • Lists all Marketing Efforts, grouped by Constructed Site Rollup. Note that the Totals are for that Marketing Effort within that Site Rollup, not the Totals for the Marketing Effort which are found on the previous Tab.