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- Knowledge Base
- DART Data Updates
- Integrity Checks
- Revenue
This integrity check identifies constituents who have given a $10,000+ one-time gift who have no known addresses so that GRA can research the constituent's address for auditing purposes (HEA 117 / NSF).
- Knowledge Base
- Reporting Help
- MGO Essential Reports in BO
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).
- Knowledge Base
- Reporting Help
- MGO Essential Reports in BO
This article walks users through how to run the Business Object report titled: "DART FY Production Report by SCU/VP/Campus/Site or Region." This report is designed to pull a summary of all transactions that have been entered in DART from their original point of entry given start and end dates for giving, Rollup Information, and Geographic Information. This report shows Production Credit totals.
- Knowledge Base
- Reporting Help
- MGO Essential Reports in BO
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.
- Knowledge Base
- Reporting Help
- MGO Essential Reports in BO
This article walks users through how to run the Business Object report titled: "Revenue Donors by Designation, DeptID, or SCU." This report is designed to pull all Revenue Donors of Gift Payments (aka Legal Donors of Gift Payments) given ---
-Giving Information (i.e. Designation, MPathways DeptID, SCU, Campus, or Site)
-Prompted Timeframe (i.e. Revenue Date (Start/End), Revenue Fiscal Year (FY))
- Knowledge Base
- Reporting Help
- MGO Essential Reports in BO
This article walks users through how to run the Business Object report titled: "SCU Revenue Transactions by Desig, Site, Site Rollup, Date v3.5." This report is designed to pull all transactions given ---
-Giving Information (i.e. Campus Rollup, VP Area Rollup, SCU Rollup, Site Name, Designation LookupID, or MPathways DeptID)
-Date Information (i.e. Revenue Start Date (including added/adjustment date), End Date (including added/adjustment date), and/or Fiscal Year)
- Knowledge Base
- Reporting Help
- Giving Definitions
Definitions of revenue (transaction-based) and recognition (constituent-based) for giving counting and reporting