Search16 Results
- Knowledge Base
- Reporting Help
- Revenue Reports
This report pulls a list of gifts with duplicate recognition credits.
- Knowledge Base
- Reporting Help
- Annual Giving Reports
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.
- Knowledge Base
- Reporting Help
- Annual Giving Reports
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.
- Knowledge Base
- Reporting Help
- Annual Giving Reports
This report provides an on-demand summary of gifts processed and officially recognized by the Gift Processing Unit from Telefund activities. Allows the user to specify a specific date range for gifts to include in the GPU.
- Knowledge Base
- Reporting Help
- Annual Giving Reports
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.
- Knowledge Base
- Reporting Help
- Annual Giving Reports
This report pulls prior 9 fiscal years, current fiscal year and lifetime recognitions through the use of the Sub-Constituent Unit.
- Knowledge Base
- Reporting Help
- Annual Giving Reports
This report pulls prior 9 fiscal years, current fiscal year and lifetime recognitions through the use of the Constituent LookupID.
- Knowledge Base
- Reporting Help
Overview of the logic for the DART Campaign Recognition Summary and Details views in DART
- Knowledge Base
- Reporting Help
- Stewardship Reports
This report displays lifetime recognition by LID for the past 10 fiscal years.
- Knowledge Base
- Reporting Help
- Stewardship Reports
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.
- Knowledge Base
- Reporting Help
- Stewardship Reports
This report pulls all named space recognition opportunities by Constituent LookupID. Use this report to view the named spaces associated with an individual prospect.
- Knowledge Base
- Reporting Help
- Stewardship Reports
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.
- Knowledge Base
- Reporting Help
- Stewardship Reports
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.
- Knowledge Base
- Reporting Help
- Giving Definitions
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.
- Knowledge Base
- Reporting Help
- MGO Essential Reports
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).