Revenue Transactions by Graduates, SCU, and FY Date Range

This report pulls a list of graduates with their giving, a list of revenue transactions, and a list of recognition transactions all based on user prompts. Can be used to view recent Graduate giving history to the university and selected Sites/Units and identify trends in Graduate giving history

Where is it?

Link to Report: 

http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AVjf._G32wNCtEfyQQHV_lo

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

​​​​​What does it do?

This Report

This report pulls a list of graduates with their giving, a list of revenue transactions, and a list of recognition transactions all based on user prompts. Can be used to view recent Graduate giving history to the university and selected Sites/Units and identify trends in Graduate giving history

Why use this report?

Use this report to gain a comprehensive view of graduate engagement by pulling customized lists of graduates, their giving history, revenue transactions, and recognition activities. This data allows you to monitor recent and historical graduate giving to the university and specific Sites/Units, helping you identify trends, support targeted outreach, and inform strategies for donor stewardship and alumni relations.

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) —

Educational Unit (Required)

Answer the following prompt to restrict the results to a specific educational unit

• Enter value for Educational Unit

  • You may select one educational unit

Preferred Class Year (Required)

Answer the following prompt to restrict results to a preferred class year

• Enter value(s) for Preferred Class Year

  • You may select one or more preferred class year

Education Program (Optional)

Answer the following prompt to restrict the results to specific education programs

• Enter value(s) for Educational Programs

  • You may select one or more educational programs

Revenue/Recognition Unit (Optional)

Answer the following prompt to restrict results to a specific revenue or recognition unit

• Enter value(s) for Revenue/Recognition Unit

  • You may select one or more revenue/recognition units

Revenue/Recognition Date FY (Start) and Revenue/Recognition Date FY (End) (Optional)

Answer the following prompt to restrict results to a specific revenue/recognition date range

• Enter Revenue/Recognition Date FY (Start/End)

  • You may select one start and end date

Report Tabs

There are 3 report tabs:

• Graduates

  • Lists the Graduates from the selected Educational Unit along with a summary of their giving based on the Revenue Unit selected.  The Revenue and Recognition columns include all Payments made during the selected FY Range. The Pledge column is the current pledge balance and is not restricted by the FY Range.

• Graduate Gifts - Revenue

  • Lists the individual Gift Transactions made by the selected Graduates, based on Revenue (meaning they directly gave the Gift).

• Graduate Gifts - Recognition

  • Lists the individual Gift Transactions made by the selected Graduates, based on Recognition (meaning they either directly gave the Gift, or received credit for the Gift from another Constituent they have a relationship to).