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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 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 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 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 shows Household Recognition to the selected S/C/U or VP Area based on the selected giving threshold, over the last 5 Fiscal Years, starting with the current fiscal year. Can be used to identify Major Gift Donors or view a summary of giving by household over the last 5 Fiscal Years.
- Knowledge Base
- Reporting Help
- Annual Giving Reports
This report provides a five-year analysis of donor counts and gift totals to funds within a specific unit, with YTD totals for current and prior FY, categorized by donor constituency. Includes gifts by source for Annual Fund Accounts, Annual Fund plus Flagged Accounts, and All Accounts.
- Knowledge Base
- Reporting Help
- Annual Giving Reports
This report helps analyze donor giving behavior based on minimum number of giving. Includes ways to view both number of gifts given in a FY and multiple giving by SCU.
- Knowledge Base
- Reporting Help
- Annual Giving Reports
This report pulls Annual Funds / Designations and Annual Giving Flagged Accounts, based on the criteria entered in the query prompts. Some funds are both Annual Giving Flagged and Annual Funds.
- 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.