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- Knowledge Base
- Reporting Help
- Stewardship Reports
This report pulls all donors with a stewardship letter code that matches a user-specified value. Users can verify financial information on linked endowments, quasi funds, and related expendables using the Endowment Letter Data tab. The corresponding letter tab allows users to view letters and save them as PDFs, which can then be converted to Word for individual editing.
- 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 gift payments, pledges, and planned gifts of $10,000 or more received in the previous month. Results can be used to identify potential new recipients for stewardship reports, review endowed gifts received with SCUs, and verify stewardship recipient codes.
- Knowledge Base
- Reporting Help
- MGO Essential Reports
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
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
- Constituent Reports
This article walks users through how to run the Business Object report titled: "Faculty & Staff by Site and Site Giving." This report is designed to pull a list of all living Faculty, Staff, and Development Officers that are also donors given specified Site Information (i.e. School/College/Unit (SCU), Campus Rollup, Site Search Code, or Site Name). Users have the option to restrict results based on Employment Type, Giving Information (i.e. MPathways DeptID, Designation LookupID, Campus Rollup Na
- Knowledge Base
- Reporting Help
- Constituent Reports
This article walks users through how to run the Business Object report titled: "Dual Degree Households." This report is designed to pull all married couples where both spouses hold a U-M Degree given a specified campus and/or school/college for the primary constituent and their spouse.
- Knowledge Base
- Reporting Help
- Constituent Reports
This article walks users through how to run the Business Object report titled: "Dual Alumni from 2 Schools." This report is designed to pull all active alumni with a degree from both of the given Schools/Colleges.
- Knowledge Base
- Reporting Help
- Constituent Reports
This article walks users through how to run the Business Object report titled: "Birthday Report by SCU Alumni and Birth Month." This report is designed to pull all living alumni that have a known birthdate given school/college affiliation (SCU) and specified birth month. Users have the option to restrict results based on giving Fiscal Year (results will display U-M wide recognition as well as SCU specific recognition) and/or Communication Preference.
- Knowledge Base
- Reporting Help
- Constituent Reports
This article walks users through how to run the Business Object report titled: "Birthday Report by LID." This report is designed to pull all living individuals that have a known birthdate given Constituent LookupIDs (LIDs). Users have the option to restrict results based on giving information by S/C/U Rollup, VP Area Rollup, Campus Rollup, Purpose Site Name, Designation LookupID, and/or by Communication Preference. Further user input controls available to specify Birth Month.
- Knowledge Base
- Reporting Help
- Constituent Reports
This article walks users through how to run the Business Object report titled: "Constituents by Constituent Affiliation with AffiliationSystemID." This report is designed to pull all constituents’ and their AffiliationSystemIDs given a user specified Constituent Affiliation. Users have the option to restrict results based on Constituent Affiliation Category, Comment, Site Name, Site ID, VP Rollup, Campus Rollup, SCU Rollup, End Date, and or Start Date.
- Knowledge Base
- Reporting Help
- Constituent Reports
This article walks users through how to run the Business Object report titled: "Faculty & Staff by Site." This report is designed to pull a list of all living Faculty, Staff, and Development Officers given specified Site Information (i.e. School/College/Unit (SCU), Campus Rollup, Site Search Code, or Site Name). Users have the option to restrict results based on Employment Type.
- Knowledge Base
- Reporting Help
- Constituent Reports
This article walks users through how to run the Business Object report titled: "Educational Involvement Summary and Constituent Details." This report is designed to pull a list of all constituents with Education Involvement Data (i.e. Student Activities) given user specified Involvement (i.e. type, name, position, award, site name, OR SCU rollup) and date range. Also displays counts of Education Involvement (Student Activities) data rows.
- Knowledge Base
- Reporting Help
- MProfiles
Overview of Excel MProfile- S/C Alumni which pulls active alumni based on the school/college, degree, major, and address information provided by the user.
- Knowledge Base
- Reporting Help
- MProfiles
Overview of Excel MProfile- S/C Alumni Donors by Minimum Giving with FY Range which pulls alumni of the specified School or College that met the minimum giving amount specified by the user.