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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.
A rundown of the fiscal year end (FYE) and calendar year end (CYE) process and reports to run.
This report is designed to pull constituent interactions with the fields needed for batch updates, as well as the ability to filter based on the following required criteria: Interaction Category, Interaction Date Range, Interaction Contact Method.
This report is designed to pull a list of all active parents by LID. Optional Prompts allow the User to narrow the giving information.
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.
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.
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.
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
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
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.
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.
This report pulls prior 9 fiscal years, current fiscal year and lifetime recognitions through the use of the Sub-Constituent Unit.
This report pulls prior 9 fiscal years, current fiscal year and lifetime recognitions through the use of the Constituent LookupID.
This report is designed to pull results and performance metrics by marketing effort through mail communication.
This report is designed to pull results and performance metrics by marketing effort for given telefund efforts.