DART Associated Giving by LID v3.5

This report pulls all gifts for which a donor has received recognition credit based on a donor’s Constituent Lookup ID (LID).

Where is it?

Link to Report: https://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=Ad6NUtJGYoNJniqv5Bj0vEE

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

​​​​​What does it do?

This Report

This report pulls all gifts for which a donor has received recognition credit based on a donor’s Constituent Lookup ID (LID).

Why use this report?

Use this report if you need to review all gifts for which a donor has received recognition credit using the donor’s Constituent Lookup ID (LID). The report allows you to analyze giving activity for a specific donor and apply filters such as date range, fiscal year, organizational rollups, or campaign participation.

E.g. Review all gifts credited to a specific donor within a selected fiscal year or unit campaign.

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) —

Constituent Identification (Required)

• Enter Constituent LookupID

  • Enter the Lookup ID (LID) of the constituent whose recognition credit you want to review. This prompt identifies the donor and returns all gifts for which they received recognition credit.

  • E.g., 000123456

• Enter “Prepared by:” Name

  • Enter the name of the individual preparing or running the report. This field is used for documentation and tracking purposes on the report output.

  • E.g., Sergio Lopez

Date Filters (Optional)

Answer date prompts in pairs. To report on a donor’s lifetime giving, leave all date fields blank.

• Enter Starting Gift Date

  • Enter the earliest gift date to include in the report. Must be used with an Ending Gift Date.

• Enter Ending Gift Date

  • Enter the latest gift date to include in the report. Must be used with a Starting Gift Date.

  • E.g., 01/01/2022 – 12/31/2024

• Or Enter Starting FY

  • Enter the first fiscal year you want the report to include. Must be used with an Ending FY.

• Enter Ending FY

  • Enter the last fiscal year you want the report to include.

  • E.g., FY2021 – FY2024

Organizational Filter (Choose One – Optional)

Select only one of the following prompts to restrict the report to a specific organizational area. You may select multiple values within the prompt you choose.

• Enter SCU Rollup

  • Allows the user to filter results by School, College, or Unit rollup.

  • E.g., College of Engineering; College of Literature, Science, and the Arts

• Or Enter VP Area Rollup

  • Allows the user to filter results by Vice President Area rollup.

  • E.g., Division of Student Affairs; EVPMA / Health System

• Or Enter Campus Rollup

  • Allows the user to filter results by campus location.

  • E.g., Ann Arbor; Dearborn; Flint

• Or Enter Constructed Site Rollup

  • Allows the user to filter results by constructed site rollup used for Regents reporting and internal fundraising analysis.

• Or Enter MPathways DeptID

  • Allows the user to filter results by a specific MPathways/PeopleSoft DepartmentID associated with a department or unit.

  • E.g., Internal Medicine; LSA English Language and Literature

• Or Enter Designation LookupID

  • Allows the user to filter results by a specific fund or designation using its LookupID.

  • E.g., Scholarship fund designation LookupID

Campaign Filter (Optional)

• Select Unit Campaign Name

  • Allows the user to filter results to gifts associated with a specific unit campaign.

  • E.g., Victors for Michigan campaign for a specific school or unit.

Report Tabs

There are 10 report tabs:

• Total by Type & Donor

  • Shows University of Michigan–wide and L2M (Look to Michigan) recognition totals for each individual donor. Totals are broken out by recognition type and legal donor.

• Lifetime Payment Details

  • Provides detailed information on all gift payment transactions included in the donor’s recognition total for the selected period and site. This includes payments made toward pledges and planned gifts.

• Lifetime Pledge Detail

  • Shows detailed information on all pledges that still have an outstanding balance due.

• Lifetime Planned Gift Detail

  • Shows detailed information on all planned gifts that still have an outstanding balance due.

• Campaign Rec Detail

  • Provides detailed information on all gift transactions included in the donor’s recognition total for the L2M campaign and any selected sub-campaign. Transactions include payments, commitments, and expectancies.

• Lifetime by Site & FY

  • Shows the total lifetime giving information for all selected donors, including recognition amount, expectancies, commitments, and total lifetime gift credit amounts (excluding campaign giving). Results are displayed in total and broken down by site and by each of the last 10 fiscal years.

• Campaign by Site & FY

  • Shows campaign-specific giving totals for all selected donors, including recognition amount, expectancies, commitments, and total lifetime gift credit amounts. Results are displayed in total and broken down by site and by each of the last 7 fiscal years.

• Relationships

  • Provides a list of all constituent relationships associated with the donor, along with the default recognition credit percentages assigned to each relationship. Recognition totals shown correspond to the related individual or organization.

• For Donor

  • Shows detailed information on all gifts within the selected period. This tab is formatted for sharing directly with the constituent.

• For Donor – Details

  • Shows detailed information on all gifts within the selected period, broken down by selected sites and designations. This tab is also formatted for presentation to the constituent.