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Overview of the logic for the DART Campaign Recognition Summary and Details views in DART

This report displays lifetime recognition by LID for the past 10 fiscal years.

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 named space recognition opportunities by Constituent LookupID. Use this report to view the named spaces associated with an individual prospect.

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.

The “Collaborative Production” (ColProd) campaign hierarchy is used to track credit shared for collaborative gifts across multiple university departments when they work together to realize the gift.

This article walks users through how to run the Business Object report titled: "DART Associated Giving by LID." This report is designed to pull all gifts for which a donor has received recognition credit given a donor's Constituent LookupID, start and end dates for giving (optional), and Rollup Information (optional).

Definitions of revenue (transaction-based) and recognition (constituent-based) for giving counting and reporting