Search4 Results

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