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- Knowledge Base
- Reporting Help
- Annual Giving Reports
This report pulls all Living Donors based on Revenue, that gave in one fiscal year, but not in another fiscal year for the selected SCU Rollup.
- Knowledge Base
- Reporting Help
- Annual Giving Reports
This report provides a summary of gifts processed and officially recognized by the Gift Processing Unit from Telefund activities during the week prior to the scheduled reporting period.
- Knowledge Base
- Reporting Help
- Annual Giving Reports
This report pulls All Living Donors, based on either Revenue Credits or Recognition Credits, that gave in the previous fiscal year, but have not given so far in the current fiscal year. Can be used to review lists of individuals in jeopardy of becoming 'Lapsed' or identify prospects for a personal solicitation.
- Knowledge Base
- Reporting Help
- Annual Giving Reports
This report pulls a list of graduates with their giving, a list of revenue transactions, and a list of recognition transactions all based on user prompts. Can be used to view recent Graduate giving history to the university and selected Sites/Units and identify trends in Graduate giving history
- Knowledge Base
- Reporting Help
- Annual Giving Reports
This report can be used to pull data in DART surrounding Marketing Efforts, Segments, or Appeals and allows the user to monitor and get lists of donors for an Appeal, Marketing Effort or Segment performance for acknowledgement
- Knowledge Base
- Reporting Help
- Annual Giving Reports
This report pulls all revenue payments for the current and prior 9 fiscal years, as well as lifetime totals through the use of the Sub-Constituent Unit.
- Knowledge Base
- Reporting Help
- Annual Giving Reports
This report returns all Recurring Gift Setups and Recurring Gift Payments made in a specified time frame while also providing additional prompts to allow users to specify Site/Site Rollup or Revenue Channel.
- Knowledge Base
- Reporting Help
- Annual Giving Reports
This report pulls prior 9 fiscal years, current fiscal year and lifetime recognitions through the use of the Sub-Constituent Unit.
- Knowledge Base
- Reporting Help
- Annual Giving Reports
This report pulls prior 9 fiscal years, current fiscal year and lifetime recognitions through the use of the Constituent LookupID.
- Knowledge Base
- Reporting Help
- Annual Giving Reports
This report is designed to pull results and performance metrics by marketing effort through mail communication.
- Knowledge Base
- Reporting Help
- Annual Giving Reports
This report is designed to pull results and performance metrics by marketing effort for given telefund efforts.
- Knowledge Base
- Reporting Help
- Annual Giving Reports
This report is designed to pull results and performance metrics by marketing effort through email communication.
- Knowledge Base
- Reporting Help
- Annual Giving Reports
This report shows Household Recognition to the selected S/C/U or VP Area based on the selected giving threshold, over the last 5 Fiscal Years, starting with the current fiscal year. Can be used to identify Major Gift Donors or view a summary of giving by household over the last 5 Fiscal Years.
- Knowledge Base
- Reporting Help
- Annual Giving Reports
This report provides units with information on donor retention and participation based on alumni status at the Unit/Campus Level.
- Knowledge Base
- Reporting Help
- Annual Giving Reports
This report provides units with information on donor retention and participation based on alumni status at the Site Level.