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This report lists pledges that have been fully paid off within a user-defined date range. It includes constituent and revenue details, pledge amounts and balances, payment history, designation information, and purpose categorizations.

This report pulls all named space recognition opportunities by Site, School, VP Area, or Campus. Results also display the plan opportunity information connected to each named space. Use this report to view an overview of unit named spaces that are claimed, pending, or available.

This report pulls all gift payments, pledges, and planned gifts of $10,000 or more received in the previous month. Results can be used to identify potential new recipients for stewardship reports, review endowed gifts received with SCUs, and verify stewardship recipient codes.

This report pulls constituents who have made their first gift to a selected Site Rollup or Designation. Tabs list the constituent, the first-gift indicator, and related giving details. The report aggregates across selected Rollups or Designations, so a donor’s first gift to any item in the list is returned. Organizations and households are excluded.

This version is set up to only pull recognition/donors from the month prior to the report’s running.

This report pulls constituents who have made their first gift to a selected Site Rollup or Designation in the Recognition system. Results include a first-gift indicator and related giving details. If multiple Rollups or Designations are selected, the report returns the first gift to any item in the list. To capture first gifts separately (e.g., first to LSA and first to ROSS), run individual pulls for each selection. Organizations and households are excluded.

This report pulls constituents who have made their first gift to a selected Site Rollup or Designation in the Revenue system. Results include a first-gift indicator and related giving details. If multiple Rollups or Designations are selected, the report returns the first gift to any item in the list. To capture first gifts separately (e.g., first to LSA and first to ROSS), run individual pulls for each selection.

This report pulls the first gift made by the top 1,000 donors to the university, based on revenue payments. Outstanding pledges and planned gifts are excluded.

This article walks users through how to run the Business Object report titled: "MGO's Steps and Interactions within Date Range." This report is designed to pull all steps and interactions within the past week where the specific MGO is the interaction author or interaction owner, given a specified timeframe (i.e. Start/End Dates) and an MGO's LookupID (LID) or Full Name.

Instructions for creating new schedules in Business Objects

A rundown of the fiscal year end (FYE) process and reports to run.

This article walks users through how to run the Business Object report titled: "Consecutive Giving from 20_15_10_5_3 CY Ago." This report returns constituents (and their giving within the timeframe) who have consecutively given over 3, 5, 10, 15, or 20 years for a specified Constructed Site Rollup.

Instructions for updating an existing Business Objects report while avoiding wiping out existing schedules that may be attached.

This article walks users through how to run the Business Object report titled: "MGO's Prospects with Steps and Interactions Last Week." This report is designed to pull all steps and interactions added or updated within the past week for prospects associated with a specific MGO (as Prospect Manager, CRM, Active Plan Primary Manager, Active Plan Secondary Manager, or Active Plan Secondary Solicitor) given an MGO's LookupID (LID) or Full Name

This article walks users through how to run the Business Object report titled: "Constituents by Solicit Codes." This report is designed to pull all living individuals that have a given Solicit Code(s). Users have the option to select one or more solicit code.

This article walks users through how to run the Business Object report titled: "MGO's Upcoming Steps and Interactions." This report is designed to pull all planned and pending steps and interactions with an interaction date between one month ago today and one month from today given the interaction owner, interaction author, or plan step additional fundraiser’s name or LID.