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This report pulls possible tributes along with connected acknowledgees and donor/revenue information based on a wildcarded Tribute Text search or a list of Constituent LookupIDs. It can be used to identify tributes set up on a constituent, review connected acknowledgees and donors, generate mailing lists for acknowledgees, or thank donors for a tribute.

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

Instructions for creating new schedules in Business Objects

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

Instructions for adding links to Constituent LookupID column in BO reports

This report pulls recently completed, planned, and pending steps or interactions with prospects linked to a Development Officer or UM-Staff LookupID.

This report pulls all donors with a stewardship letter code that matches a user-specified value. Users can verify financial information on linked endowments, quasi funds, and related expendables using the Endowment Letter Data tab. The corresponding letter tab allows users to view letters and save them as PDFs, which can then be converted to Word for individual editing.

This report pulls all donors coded with a stewardship letter code from the fundraising purpose record’s Stewardship tab. These codes drive endowment and expendable reporting to qualified donors. The report can be used to identify donors who will receive a stewardship endowment letter, review inactive or deceased recipients to update codes, and estimate the number of letters for cost and time planning.

This report pulls donors to be acknowledged in honor rolls or on donor walls. Results should be exported to Excel for processing. In Excel, users can apply formulas to identify associated donors, combine them into a single row, and remove duplicates.

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.