Donor Challenge - President Matching Program

Where is it?

Link to Report: https://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AUNpr5aGXB1Oh70jrtZ1zRk

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

​​​​​What does it do?

This Report

This report pulls pledges and gifts with encumbered and matched status.

Why use this report?

Use this report if you need to track and manage specific financial commitments that involve encumbered funds or matching gift statuses to ensure all related payments are accurately accounted for.

E.g. Review all outstanding pledges within the Law School that have a "matched" status to confirm which expected corporate matching funds have been successfully processed.

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) —

Donor Challenge and Organizational Filters (Required)

Answer the following prompts to define the donor challenge and the specific areas of the university you wish to report on.

• Enter value(s) for Donor Challenge Name

  • Default value is set as Michigan Matching Initiative for Student Support. Values can be added or deleted as needed.

  • E.g., Michigan Matching Initiative for Student Support

• Enter value(s) for Purpose SCU Rollup

  • Allows Users to select a School, College, or Unit Rollup Name.

  • E.g., Law School

• Enter value(s) for Purpose VP Area Rollup

  • Allows Users to select a VP Area.

  • E.g., Exec. VP for Medical Affairs

• Enter value(s) for Purpose Campus Rollup

  • Allows Users to select a Campus.

  • E.g., University of Michigan-Dearborn

Specific Purpose and Designation Criteria (Optional)

Answer the following prompts to further refine the report based on specific financial IDs or physical locations.

• Enter value(s) for Purpose MPathways DeptID

  • Allows Users to select a MPathways DeptIDs.

  • E.g., 320000, 170001

• Enter value(s) for Purpose Site Name

  • Allows Users to select a Site Name. NOTE: This field does NOT include any rollup.

  • E.g., Botanical Gardens

• Enter value(s) for Designation LookupID

  • Allows Users to select one or more Designation LookupID.

  • E.g., 364686 for Solar Car Team

Report Tabs

There are 3 report tabs:

• Pledges

  • Includes all encumbered and matched pledges

  • Shows the total commitment of future funds promised by donors, including employer matching expectations

• Gifts

  • Includes encumbered and matched gifts - pledge and one-time gift payments

  • Reflects the actual cash or assets received by the University during the specified period

• Matched Gifts

  • Includes all gifts that are matched

  • Highlights the portion of total production generated specifically through corporate or organizational matching programs