Telefund GPU - Recognized Credit - Ad Hoc

This report provides an on-demand summary of gifts processed and officially recognized by the Gift Processing Unit from Telefund activities. Allows the user to specify a specific date range for gifts to include in the GPU.

Where is it?

Link to Report: 

http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AVMuG_3CkgVKpxEkYcS1rWg

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

​​​​​What does it do?

This Report

This report provides an on-demand summary of gifts processed and officialy recognized by the Gift Processing Unit from Telefund activities. Allows the user to specify a specific date range for gifts to include in the GPU.

Why use this report?

This report offers an on-demand summary of gifts processed and officially recognized by the Gift Processing Unit from Telefund activities. Use this report to monitor fundraising progress, validate gift processing accuracy, and evaluate the success of Telefund campaigns.

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) —

Gift Range Start Date (Required)

Answer the following prompt to restrict the starting date for gifts to include in the GPU

• Enter Gift Range Start Date

  • You may select one start date

Gift Range End Date (Required)

Answer the following prompt to restrict the ending date for gifts to include in the GPU

• Enter Gift Range End Date

  • You may select one end date

Report Tabs

There are 9 report tabs:

• Deceased

  • Deceased information

• Pledges

  • Pledge information

• Gifts

  • Gift information

• Communication Preferences

  • One month lookback of U-wide communication preferences that have been added including DNC, DNS, DNPC, DNPS, and constituents with no good phones on their DART record.

• Gifts_Non_Academic

  • Includes all gift/payments to non academic units within the previous 7 days (EXCEPT PSD funds 306420, 320329, 320330, 320331)

• Pledges_Non_Academic

  • Includes all pledges with a remaining balance to non academic units (EXCEPT PSD funds 306420, 320329, 320330, 320331)

• Parents of Deceased Students

  • Parents of students whose deceased notification date is within one year of todays date.

• BGA Membership Gifts

  • Pulls recognition payments in the last 4 weeks to the BGA membership fund.

• Updated_Phone_Numbers

  • Pulls in constituent phone numbers that have been added/changed in the last month.