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- 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 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 a list of graduates with their giving, a list of revenue transactions, and a list of recognition transactions all based on user prompts. Can be used to view recent Graduate giving history to the university and selected Sites/Units and identify trends in Graduate giving history
- Knowledge Base
- Reporting Help
- Annual Giving Reports
This report can be used to pull data in DART surrounding Marketing Efforts, Segments, or Appeals and allows the user to monitor and get lists of donors for an Appeal, Marketing Effort or Segment performance for acknowledgement
- Knowledge Base
- Reporting Help
- Annual Giving Reports
This report pulls all revenue payments for the current and prior 9 fiscal years, as well as lifetime totals through the use of the Sub-Constituent Unit.
- Knowledge Base
- Reporting Help
- Annual Giving Reports
This report pulls all recurring gift setups with linked payments. Can be used to see all newly created recurring gift setups or to see all payments on recurring gifts received in a specific time frame.
- Knowledge Base
- Reporting Help
- Annual Giving Reports
This report pulls all gifts of $25k and less by academic unit EXCEPT pledge payments on pledges over $25k, based on revenue (legal) credit, providing specific access to revenue details.
- Knowledge Base
- Reporting Help
- Stewardship Reports
This report pulls possible tributes along with connected acknowledgees and donor/revenue information based on a wildcarded Tribute Text search or a list of Constituent LookupIDs. It can be used to identify tributes set up on a constituent, review connected acknowledgees and donors, generate mailing lists for acknowledgees, or thank donors for a tribute.
- Knowledge Base
- Reporting Help
- Stewardship Reports
This report pulls all revenue associated with tributes received during the last week. It can be used to search for all gifts received for a specific tribute or to review tribute gifts received by a school, college, or unit during a fiscal year.
- 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 Revenue 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.
- 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
- Revenue Reports
This article walks users through how to run the Business Object report titled: "Consecutive Giving from 20_15_10_5_3 CY Ago." This report returns constituents (and their giving within the timeframe) who have consecutively given over 3, 5, 10, 15, or 20 years for a specified Constructed Site Rollup.
- 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).
- Knowledge Base
- Reporting Help
- MGO Essential Reports
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
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.