DART CY Production Report by SCU/VP/Campus/Site

Summary

The CY Production Report is a summary of all transactions that have entered the U-M Fundraising system from their original point-of-entry. This method removes, wherever possible, all payments or gifts made downstream of an original gift or gift intention declared by the donor. Thus a pledge, in its total amount, is counted at the date and fiscal year the pledge is booked in the system and the subsequent pledge payments are not re-counted as they are made over time. This method produces a relativ

Body

Where is it?

Link to Report: https://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AZ9x3TWINhJFhWdD.beBXe8

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

​​​​​What does it do?

This Report

The CY Production Report is a summary of all transactions that have entered the U-M Fundraising system from their original point-of-entry. This method removes, wherever possible, all payments or gifts made downstream of an original gift or gift intention declared by the donor. Thus a pledge, in its total amount, is counted at the date and fiscal year the pledge is booked in the system and the subsequent pledge payments are not re-counted as they are made over time. This method produces a relatively stable current and historical view of giving activity and accounts for gift adjustments and corrections, whether initiated by the donor or OUD.  This method is wholly separate from the cash receivables counting reported publicly to the Regents each month.                                           

Why use this report?

Use this report if you need to review fundraising production totals based on transactions at their original point of entry in the U-M Fundraising system. This report helps analyze giving activity without double-counting pledge payments or related downstream gifts and counts pledges in full during the calendar year they are booked.

E.g., Analyze annual fundraising production for a school or department while ensuring pledge payments are not counted multiple times across calendar years.

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

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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 Information (Required)

  • Enter Constituent LookupID

    • Enter the Lookup ID (LID) for the constituent whose recognition credit and giving information you want to review. The report will return all gifts for which this donor received recognition credit.

    • E.g., 000123456

  • Enter “Prepared by:” Name

    • Enter the name of the individual generating 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 lifetime giving, leave all date fields blank.

  • Enter Starting Gift Date

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

  • Enter Ending Gift Date

    • Enter the latest gift date to include in the report.

    • E.g., 01/01/2022 – 12/31/2024

  • Or Enter Starting CY

    • Enter the first calendar year to include in the report. Must be used together with an Ending CY.

  • Enter Ending CY

    • Enter the last calendar year to include in the report.

    • E.g., CY2021 – CY2024

Organizational Filter (Choose One – Optional)

Select only one of the following prompts to restrict the report to a specific organizational area. Multiple values may be selected within the chosen prompt.

  • 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 internal fundraising and Regents reporting.

  • Or Enter MPathways DeptID

    • Allows the user to filter results using a specific department identifier from MPathways/PeopleSoft.

    • 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.

Campaign Filter (Optional)

  • Select Unit Campaign Name

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

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

Report Tabs

There are 23 report tabs:

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  • 1a. CY Production by CY

    • Shows CY Production totals by calendar Year when multiple years are selected

    • Contains breakdowns across 3 major categories and 9 sub-categories with overall totals

    • Includes Legal Giving dollars for comparison only; these cannot be combined with Production totals

  • 1b. CY Production by CY (Counts)

    • Shows counts of gifts and donors by calendar Year

    • Provides a summary of engagement volume alongside production metrics

  • 2. CY Production by CY, Month

    • Shows CY Production totals by both calendar Year and calendar Month

    • Contains monthly breakdowns to track trends and seasonality in giving

  • 3. CY Production by CY, Purpose

    • Shows CY Production totals by Purpose Category

    • Contains breakdowns such as Discretionary (e.g., Dean’s Discretionary) and Student Support (e.g., Need-based Scholarships)

  • 4a. CY Prod by Site Rollup

    • Shows CY Production totals grouped by Site as reported to the Regents and in the UM Overall version

    • Contains high-level organizational rollups for institutional reporting

  • 4b. CY Prod by Detailed Site

    • Shows CY Production totals at a more granular, departmental level where available

    • Contains detailed breakdowns for sites with departmental reporting structures

  • 4c. CY Prod by Const Type

    • Shows CY Production totals by Regent’s Hierarchical Constituency Type

    • Contains breakdowns based on constituent classifications

  • 4d. CY Prod by GL Fund

    • Shows CY Production totals by Regent’s Hierarchical Constituency cross-tabbed with GL Fund Code

    • Contains combined financial and constituency perspectives for deeper analysis

  • 5a. CY Prod by Major Gift Region

    • Shows CY Production totals broken down by Major Gift Region

    • Contains geographic segmentation for major gift fundraising performance

  • 5b. CY Prod by Greater Metro Area

    • Shows CY Production totals by Greater Metro Area

    • Contains regional insights based on broader metropolitan groupings

  • 5c. CY Prod by Primary Metro Area

    • Shows CY Production totals by Primary Metro Area

    • Contains more specific metro-level geographic breakdowns

  • 5d. CY Prod by State

    • Shows CY Production totals by State

    • Contains state-level geographic distribution of giving

  • 6a. One-Time Gifts Detail

    • Shows all transactions included in the “One-Time Gifts” category

    • Contains detailed transaction-level data for one-time contributions

  • 6b. Unreported Realized Bequests Detail

    • Shows all transactions included in the “Unreported Realized Bequests” category

    • Contains realized bequests that were unknown to the University until estate distribution began

  • 6c. Pledge Detail

    • Shows all transactions included in the “Pledge Total Amount” category

    • Contains detailed records of pledged contributions

  • 6d. Grant Detail

    • Shows all transactions included in the “Sponsored Grant Total Amount” category

    • Contains detailed grant funding transactions

  • 6e. Conditional Pledge Detail

    • Shows all transactions included in the “Conditional Pledge Total Amount” category

    • Contains pledges dependent on specific conditions being met

  • 6f. LIA Detail (Life Income Agreements)

    • Shows all transactions included in the “Life Income Agreements” category

    • Contains details on gifts that provide income to donors or beneficiaries

  • 6g. Bequest Detail

    • Shows all transactions included in the “Bequests” category

    • Contains planned gift distributions from estates

  • 6h. Life Insurance Detail

    • Shows all transactions included in the “Life Insurance” category

    • Contains gifts made through life insurance policies

  • 6i. PG Other Detail

    • Shows all transactions included in the “Other” category

    • Contains gifts such as Charitable Lead Annuity Trusts and Charitable Lead Unitrusts

  • 7. Legal Gifts Detail

    • Shows all transactions included in the “Total Legal Giving (Cash)” category

    • Contains legally defined gift amounts that cannot be combined with Production totals

  • 8. Counts by Designation Codes

    • Shows summary tables by designation type

    • Contains number of constituents, number of transactions, and total revenue for each designation category

Details

Details

Article ID: 15282
Created
Mon 5/4/26 10:37 AM
Modified
Mon 5/4/26 10:38 AM