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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 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: "Gift Acknowledgement Report 3.2." This report is designed to pull all revenue transactions (for the purposes of Gift Acknowledgement) given a prompted timeframe (i.e. revenue Added/Adjusted start and end dates). Users also have the option to restrict results based on Giving/Donor Information, Custom Name Type, Communication Preference, and/or Alias Name.